An extensive proprietary intelligence base built up since 1984 of thousands of investment managers across numerous asset classes, markets and investment strategies.
Global field trips, industry networking and intensive desk research allow us to discover managers that might otherwise be below the radar. We research managers on a truly global basis, going far beyond locally available or mainstream investment offerings.
The application of our rigorous and granular evidence-based manager assessment process allows us to evaluate the robustness of the manager's investment approach and the integrity of its implementation in practice. We use case studies to vouch the degree to which manager rationale is informed, coherent and in line with described edge.
Thorough assessment of the manager's portfolio footprints, from idea generation to sell discipline and portfolio construction, trading activity, fundamental and liquidity analysis, including numerous face-to-face meetings with the key investment professionals.
The ongoing assessment of investment managers after they have been appointed is as important as the initial research. Our monitoring approach assesses whether an investment manager remains fit for purpose and identifies remedial action as necessary.
We believe that by considering ESG factors in an appropriately meaningful manner, active managers can mitigate fundamental investment risks, reduce the probability of permanent capital impairment, and improve positive long term returns for investors. Importantly, we consider ESG in the context of each manager’s own business and investment model, and recognise there is no one size fits all approach.