Investment Beliefs Health Check:
Your investment management philosophy needs to be clearly articulated.
The Investment Beliefs Health Check is a 5 step process to identify, check and document the key investment beliefs that drive your portfolio construction and investment returns. We offer a hassle free, facilitated service with a clear deliverable.
Investment Documentation Review:
Keep the focus of your external material on investment content.
Too often, fund offer documentation is constructed around legal and regulatory requirements. As essential as compliance is, offer documents that are best in class tell the story of the people who manage the funds and the principles they follow.
Investment Process:
Redefine your Investment Process.
Your Investment Process is a dynamic activity that relies on teamwork to be effective.
Say What You Do, Do What You Say.
Periodic Reviews:
Ensure that your team stays on track as the business grows and evolves.
As your investment management business grows it is essential to ensure new hires and even old hands stay focused on the core principles that deliver returns for investors. A periodic (annual or biennial) refresher keeps the business on track.