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:
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Fit with other managers in your chosen structure
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Make a difference to your scheme's bottom line return
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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.