Manager Selection

An elementary step of risk management is conducting a structured and detailed manager selection process

Expansive Investment Universe

Meeting several investment managers on a daily basis, thus ensuring that the most suitable investment manager has been sourced for the portfolio.

Understanding the strategy

It is absolutely imperative that the strategy and method through which the manager creates returns can be understood, therefor investment managers using highly complex algorithms or black-boxes will not be found in the portfolios.

Alignment of Interest

The investment managers should be invested in their strategy, thereby ensuring that the manager is fully aligned with their investors. In addition, this creates high conviction in their strategy, resulting in a high degree of concentration in their portfolios and not trying to do too much at the same time. Furthermore, the portfolio is preferably populated with bank or institutionally independent asset managers.

Manager Selection - Due Diligence

The most important element of a superior manager selection process

Due Diligence

The most important step of the manager selection process and of the risk management process is conducting a  thorough and detailed due diligence process. This process ensures that the aforementioned key requirements are met.