FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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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