FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share

FAQ

Question:

Process – What the manager actually does day to day to add value?

Answer:

We look at how effectively the manager implements their stated philosophy in their client portfolios. In particular, we examine their practical approach to:

  • research
  • country allocation
  • industry sector selection
  • portfolio construction
  • implementation of strategies (e.g. thematic investing)
  • risk control.

We consider every stage of the process - from idea generation to risk control - in detail to fully understand all aspects. We are looking for discipline, repeatability and consistency with their philosophy.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.