Making it easier to meet your clients’ needs and objectives
Every client is different, so we offer a range of risk profiled and non-risk profiled funds.
For our risk profiled funds, strategic asset allocation starts with EValue’s forward-looking stochastic model. This aims to establish a highly efficient risk/return asset allocation for each of our risk bands.
For our non-risk profiled funds, our investment managers do not have to meet a risk target. This gives them more flexibility to use their expertise and a range of tools to choose where to invest, always seeking to try and achieve consistent returns or to maximise the amount of income they can generate.
Understanding how fund managers will react to highs and lows
We believe that knowing exactly what makes fund managers and their teams tick is essential for a true understanding of any fund.
So we make sure we really get to know the underlying fund managers’ personalities as well as their processes. We use a mix of tools and research, but key are our face-to-face meetings with managers – including some of the world’s best known. This insight and access means we’re able to get to know the managers, their plans and their objectives, so we can confidently anticipate how they’ll deal with market highs and lows.
Establishing our conviction
Armed with this thorough research, our analysts score each fund, ensuring that only the funds we have the highest conviction in make it through to our fund approval forum. Here, our full investment team discuss the merits of each fund, debating and challenging the analysts’ findings.
Only funds approved by the forum can be included in our fund of funds. If an approved fund should underperform, it must go through the process again before the forum will approve it for ongoing inclusion in our fund of funds.
Careful selection, pro-active monitoring
We continually monitor our funds and the underlying funds, rebalancing when necessary, to ensure every one of our fund of funds continues to behave in line with its aims and objectives.
And we provide regular updates showing you how we’ve reached that decision to help support your clients. It all helps you and your clients to feel more confident about your investment choices, and how they can continue to meet your clients’ needs.