Our analysis process is based on scientific findings which have proven successful during our long years of practice
We work with you to define the scope of your investments, taking your requirements into consideration concerning public distribution rights, track record, fund volume, provider and your current holdings. Furthermore, we apply the UN Principles for Responsible Investment (UN PRI).
Each year, we conduct approximately 500 fund manager meetings. The results are systematically documented and stored in our proprietary due diligence database which forms the basis of our fund selection. Funds, their management and the company are analysed based on more than 70 selection criteria. We summarise the evaluation in ten dimensions and classify each fund according to our top-of-class rating system.
Our analyst report justifies each recommendation and details the fund’s investment components so you know exactly what you are buying.
We constantly monitor the quality of our fund recommendations in close coordination with your management and against competition and benchmark analysis. We discuss our client-specific evaluations with you on a regular basis.
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