The manager selection and portfolio construction processes are focused on investors’ risk and return requirements.
Our portfolio management process is multi-dimensional and founded on the five key investment disciplines of asset allocation, manager selection, strategy selection, risk management, blending and optimisation.
Quantitative and qualitative research and analysis
The initial appointment, and ongoing monitoring, of the asset managers involves a qualitative and a quantitative screening review process. The starting point for the identification of the most appropriate asset managers is the quantitative screening using proprietary analysis models and a formal qualitative screening process.
From these processes, a short list of potential managers. Further quantitative and qualitative analysis are then done to determine the optimal combination of the short listed managers.