Research & analysis

Identify and investigate suitable investments

• Track record
• Risk management
• Key performance drivers – Regulation
• Quantitative analysis

Asset allocation

Design portfolio strategies tailored to a range of risk profiles

• Challenge conventional risk assessments
• Set performance targets
• Build diversification
• Maintain liquidity

Selection

Construct conviction-weighted strategies

• c.15 funds per strategy
• Balance opportunity with risk
• Best ideas from best institutions
• Seek managers with competitive advantage

Management

Monitoring every investment to ensure ongoing suitability

• Daily market and news-flow monitoring
• Weekly investment committee
• Ongoing interaction with fund managers
• Proactive decision making