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:
How the team articulates their investment philosophy and process.
Assessing the robustness of their approach and how ‘true to label’ it remains under a variety of market conditions
A clearly articulated and rigorous risk management framework
A demonstrated track record of historical performance
The strength of their research model and how it supports the investment style
The ownership structure and how a partnership would benefit both parties
Their expertise in delivering on client promises