As in all walks of life, depth of understanding is enhanced by specialisation:
Our sole focus is on researching and analysing unfettered multi-manager solutions - giving us a high level of expertise and insight into this increasingly important segment of the market.
A professional analyst should be totally independent from fund manager influence:
Unlike some research business models, fund managers do not pay us to publish reports on their funds.
Research should be empowering - helping users to form their own conclusions on how best to satisfy their clients’ investment requirements.
Our research is structured to allow investment professionals to make comparisons between funds based upon their own chosen criterion - enabling them to identify the most appropriate managers, funds and investment solutions for clients with different attitudes toward risk, asset class exposure and potential return.
By being dedicated solely to fund research - without distraction – a research business can deliver a better, more focused service to its clients:
We will not risk compromising the integrity of our research by offering other services - such as portfolio management.
Whilst credible, quantitative research data is widely available, forward looking qualitative research is a relatively scarce commodity:
Our primary focus is on providing qualitative and insightful research to help investment professionals gain a real information advantage when researching multi-manager solutions.
Quantitative information alone cannot be relied upon as a guide to future investment risk.
Research should be wholly agnostic when it comes to investment style and choice of asset class:
Our approach can accommodate all available investment styles and methodologies
A rigorous research process partnered by ongoing monitoring is absolutely essential when selecting multi-manager solutions:
Multi-manager teams are increasingly adopting more sophisticated strategies, investing in asset classes that had previously been unavailable or hard to access, and targeting a wider range of investment objectives. Our research is a continual process.