Global Analysis
- Of economic forecasts
- Of current and emerging themes
Asset Allocation
- By geography – UK & overseas markets
- By class – Equities, fixed interest, cash
- By capitalisation – Small, medium, large cap
- Initial allocation and Review
Style Requirements
- Value, market, growth
Fund Selection
- Universe-wide fund monitoring
- Market research & intelligence
- Qualitative & quantitative analysis
- Initial Screening and Manager / Fund assessment
Fund Management & Monitoring
- Pro-active fund management
- Fund manager communication
- Monitoring & review
- More about Fund Management and Monitoring