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Selecting a potential business partner

When selecting a potential partner, we look for a strong fiduciary culture, sound client orientated investment solutions and expert investment capabilities.

This is followed by a detailed evaluation and due diligence process that focuses on a number of key points including:

 

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How the team articulates their investment philosophy and process.

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Assessing the robustness of their approach and how ‘true to label’ it remains under a variety of market conditions

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A clearly articulated and rigorous risk management framework

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A demonstrated track record of historical performance

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The strength of their research model and how it supports the investment style

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The ownership structure and how a partnership would benefit both parties

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Their expertise in delivering on client promises