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CONTACT US

Hewitt Associates
6 More London Place
London SE1 2DA
United Kingdom
e:enquiries@hewitt.com
t:(44) (20) 7939 4000
f:(44) (20) 7939 4411
 
Fund Manager Selection
A resource with integrity

Selecting fund managers can be a daunting experience. There are so many to choose from, and they all make different promises about performance. Making sure you choose the right manager is vital for the financial health of your fund -- but how do you do it? Turning to those with expert insight and experience can be the key to a successful decision.

The benefit of experience

Without the in-depth expertise and knowledge we offer, it can be very easy to make a mistake when selecting your fund managers. The choice you make may be adequate at the time, but may not be the best you could have made.

Using our comprehensive knowledge and practical understanding of fund management, we can help you with every stage of fund manager selection. Whatever your specific objectives, we help ensure you pick the right managers to achieve them.

We also help you avoid the pitfalls of moving money between managers, bringing you real savings for your scheme.

Right first time

Our manager selection process is flexible and can be tailored to meet your specific needs. It begins with a detailed review of your requirements, in which we review your current arrangements, discuss the rationale for the search and identify your specific objectives.

Our advice is based on sound foundations, including detailed manager research by our dedicated team, analysis of live portfolios, hands-on fund management experience, and knowledge of how to avoid losses when moving money.

We believe that key to our objective advice is a consistent and independent approach, and we present each manager search to our Manager Search Committee, a body that comprises six senior Investment Practice consultants. The Committee is responsible for ensuring that each search meets the specified criteria outlined by the client, and for collectively selecting the most appropriate candidates to be presented.

Our advice helps ensure that whichever manager you choose, they will:

  • Fit with other managers in your chosen structure
  • Make a difference to your scheme's bottom line return
  • Manage the assets with appropriate prudence

We can provide this service for a wide range of multi-asset and specialist managers as well as for different types of fund management, such as multi-national, property, bonds, private equity and quantitative management.

Selecting the best

We have a highly experienced team who are dedicated to researching fund managers and the techniques they use. We are constantly developing new measures for the objective assessment of fund managers.

In fact, we have developed our own rating service where we rank managers one to four on seven key criteria. This enables us to weight each criteria appropriately for the needs of each client.

We aim to work with you, guiding you through the selection process so you can make the right choice for your fund. We provide in-depth analysis and statistical data in detailed written reports, but these are presented in a clear, comprehensible way to help you compare candidates quickly and easily.

Once your new manager is in place, our monitoring service can help ensure your chosen manager remains focused on meeting your objectives.

Contact Lennox Hartman via email, or by phone at +44 (0) 20 7939 4152.

 

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