Investment process

Whatever the markets are doing, you can rest assured that your clients’ investments are in good hands.

Our rigorous, independent and dynamic investment management process takes away some of the regulatory and compliance burden, freeing up your time to concentrate on your clients.

Strategic asset allocation Tactical asset allocation Investment selection Portfolio construction Implementation and on-going risk monitoring

The asset allocation committee selects an optimal blend of investments to generate long-term returns for a range of risk profiles

Direct equity selection process

We invest a considerable amount of time and expertise when researching companies for our direct equity buy list. Our process is long term, high quality and conviction based. Our equity analysts carry out cutting-edge analysis of each opportunity, seeking the best combination of the following three factors:

As per the below graphic, we then use a three-stage transparent process that assigns equities into clear conviction baskets:

Fund selection process

We have a separate team with the Research department that concentrates on analysing and monitoring funds. When identifying funds for our buy list, we look for a balanced blend of characteristics, including:

  • Consistent and well-defined investment philosophy at the core
  • Solid fund manager track record
  • Strong alignment of manager/investor interests
  • High quality team
  • Stable and investment-driven organisation
  • Reasonable service fees
  • Appropriate fund size

As per the below graphic, we then use a three-stage transparent process that assigns funds into clear conviction baskets:

For all funds we cover, we address environmental, social and governance (ESG) issues in due diligence questionnaires and engage with managers on material ESG issues. We have a designated Socially Responsible Investing (SRI) recommendation list for funds that aim to deliver attractive investment returns while contributing positively to global environmental and social challenges.

Our services

We offer a range of services to help you meet the needs of each client.