Past performance is not indicative of future returns. This is why our manager research uses detailed analysis that goes far beyond a simple review of performance. We believe this increases the likelihood for investment success in the future.

You need to understand an investment manager inside out. Our manager research is available to help you through that process.

We gather information through our manager questionnaire and by using public sources to create an outside view of an investment manager. 

We focus on three key areas:

Firm, team and process overlap with each other. This interaction is difficult to assess from the outside. We step inside and interview key people in the investment decision-making process and day-to-day operations of an investment manager.

We assess three important areas:

We score all outside and inside areas “buy”, “hold” or “sell”, in order to determine the overall rating of a manager. This rating is not a simple weighted average. For example, we limit the rating if an important area receives a “sell”.