Our process undertakes a comprehensive and well-documented search for the selection of suitable discretionary managers, funds or investment products to fill identified slots within the investment structure. The process involves both detailed quantitative analysis and qualitative review and culminates in clear recommendations with a full rationale. We draw on a database of over 36,000 conventional funds and fund managers and 26,000 alternative funds.
As well as internally generated ideas, we will also consider ad hoc investment suggestions from clients and other sources and will undertake a full research review and make recommendations where appropriate.
Finally, we also provide full assistance and back up through the implementation process, which may include drafting guidelines, assisting with the negotiation of fees, reviewing investment management agreements insofar as they relate to our investment advice, and advising on transitions between different assets through to final purchase.