Investment process
Whatever the markets are doing, you can rest assured that your clients’ investments are in good hands.
Our rigorous, independent and dynamic investment management process takes away some of the regulatory and compliance burden, freeing up your time to concentrate on your clients.
Direct equity selection process
We invest a considerable amount of time and expertise when researching companies for our direct equity buy list. Our process is long term, high quality and conviction based. Our equity analysts carry out cutting-edge analysis of each opportunity, seeking the best combination of the following three factors:
As per the below graphic, we then use a three-stage transparent process that assigns equities into clear conviction baskets:
Fund selection process
We have a separate team with the Research department that concentrates on analysing and monitoring funds. When identifying funds for our buy list, we look for a balanced blend of characteristics, including:
- Consistent and well-defined investment philosophy at the core
- Solid fund manager track record
- Strong alignment of manager/investor interests
- High quality team
- Stable and investment-driven organisation
- Reasonable service fees
- Appropriate fund size
As per the below graphic, we then use a three-stage transparent process that assigns funds into clear conviction baskets:
For all funds we cover, we address environmental, social and governance (ESG) issues in due diligence questionnaires and engage with managers on material ESG issues. We have a designated Socially Responsible Investing (SRI) recommendation list for funds that aim to deliver attractive investment returns while contributing positively to global environmental and social challenges.
Our services
We offer a range of services to help you meet the needs of each client.
Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to utilise funds that exclude exposure to certain controversial sectors and seek to invest in companies that have a positive societal and environmental impact
Key information
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
Key information
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
