Investment research service

Our rigorous research process underpins our assessment of how funds are likely to perform in specific market conditions. To help achieve this, we focus on identifying funds with clear mandates and consistent approaches, and on gaining a clear understanding of the investment manager’s philosophy.

And when considering the suitability of a fund, we follow a thorough, four-stage research process to filter down to the most appropriate choices:

1. We gather information and insights around a broad range of potential funds, using the eVestment global database.
2. We devise a bespoke screening process, combining external sources such as eVestment with our own professional experience to filter out funds that have downside risks or are otherwise unsuitable.
3. We meet the fund management teams of the remaining candidates, to give our researchers a thorough understanding of how the funds are managed so they can assess their suitability for our clients.
4. We deliver an independent review of findings. Our research team presents its recommendations to our Investment Rating Committee, which provides independent oversight and challenges findings.