Fund selection

Selecting funds and building portfolios can be a time consuming and demanding process.

Effective portfolio construction involves understanding client’s investment goals along with their attitude to risk, then choosing the appropriate investments to match. You also need to regularly review the selection to ensure that the portfolio continues to reflect how these needs can be met in changing market conditions. All this requires access to the right investment solutions, with the flexibility to refine the investment choices as the needs of the client change.

With Old Mutual International, you have a choice when it comes to fund selection and portfolio construction. You can choose either to use funds from the focused range of Researched Funds, or select funds from the wider range. You can also outsource the portfolio construction to a third party discretionary asset manager. This may be a very attractive option for customers who are looking for someone to look after their entire portfolio of investments including shares and bonds.

Old Mutual International’s Researched fund range offers you an alternative when looking to outsource all or part of the fund selection process. The range enables you to draw on our multi-asset team’s specialist investment research skills and global expertise to select the best managers in each asset class. Alternatively, you can access a wider range of funds. Depending on the product chosen, you can access either Old Mutual International's Self Select fund range which offers a choice of over 500 funds from over 40 leading fund managers to build bespoke portfolios, including funds from our sister company Old Mutual Global Investors, or you may choose to select from the entire universe of assets via Open Architecture.

To help you build your clients’ portfolios, we offer you a range of tools to help determine your clients’ attitudes to risk and to build portfolios.

Our portfolio building tools are designed to help and simplify the fund selection process. For example, you may want to set filters such as third party fund ratings, fund performance or fund manager tenure in order to narrow down your fund research.

Our goal is to give you flexibility in the way you match your investment recommendations against the needs of your clients. The solutions provided by us offer you a range of strategies either to build bespoke portfolios or to outsource this to Old Mutual International.

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.