Discretionary Portfolios

Fund Selection Process

Our fund selection is constructed from an investment universe of over 50,000 funds, which is narrowed down to an approved list of best-in-class funds. Our objective is to identify managers that have delivered strong risk-adjusted returns, demonstrate consistency, and justify the level of risk they take. Such fund managers have shown to be resilient through market downturns and have been successful in mitigating downside risks. Our due diligence process also ensures that the fund managers have strong operational risk processes and controls. These funds are one component of our active portfolio management process, complementing direct investments in single name securities.