Manager selection and monitoring
We offer customised investment manager selection and monitoring. Our independent family ownership allows us to provide advice and recommendations that are truly objective across both mutual and hedge funds.
We set very high standards for the managers we assess and our due diligence is rigorous and comprehensive. We have developed proprietary software as part of our quantitative analysis and perform a thorough qualitative assessment of each manager’s investment approach, processes and people. On an ongoing basis, we monitor each manager’s performance, market views and portfolio positioning.
Our experience and industry knowledge enable us to perform network and background checks on new managers, only selecting those with excellent credentials. Because of our extensive contacts and long track-record, we can also provide our clients with access to funds that are otherwise closed to new investment.