|
Although excellence exists across all asset classes, few investment managers have demonstrated expertise across all financial markets and in all market conditions. The purpose of the manager selection process is to identify those investment houses most likely to excel given each client's specific circumstances and mandate.
Working with Advisors
Our services can be broken down into the following constituents. We are happy to provide a holistic service, or individual elements that best compliment the work of existing advisors. We are most interested in providing the end client with the best investment solution for their needs, and are happy working with all decision makers to ensure that all objective are achieved.
Identifying a manager shortlist
ARC has constructed a methodology for ranking potential managers based on seven factors: risk; return; realism; reporting; reputation; remuneration; and resources. The importance of each factor varies from client to client.
|
|
Running a beauty parade
Once a shortlist of managers has been identified on the grid, a beauty parade can be organised. Planning is essential to ensure that all parties are adequately briefed, meeting objectives clear and timelines established.
Negotiation of service level agreements
Although fees and charges are rightly seen as a key service level component, if relationships between managers and clients are to work smoothly, the frequency and detail of information flows needs to be agreed in advance.
Ongoing manager due diligence
Once a manager is appointed, it is important that the investment process is continually reviewed. Performance is just one of the metrics that needs to be considered. Through our on-going programme of manager visits and sophisticated due diligence process we continually examine the stability and sustainability of the investment process.
|
