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Investment Manager Selection

The Situation: Trust company concerned about investment performance

  • A trust company were unhappy with their existing investment managers. They asked us to assess the managersí performance and design a better selection process for their discretionary trusts.

The Challenge: Create a manager selection process that is simple but effective

  • The trust company needed a framework for selecting investment managers that was both effective and easy to apply. Importantly, it needed to include both quantitative and qualitative aspects of manager selection.

The Resolution: Trustees given robust process to evaluate existing and potential managers

  • We established a thorough process to audit investment performance and set key performance parameters to evaluate existing and future managers.
  • This empowered the trustees to engage with managers and identify areas in need of improvement.
  • We also created a questionnaire to help the trustees identify and classify suitable future managers.