INVESTMENT MANAGEMENT PROCESS
IDENTIFY OPPORTUNITIES
Generate universe for each asset class
Qualitative review (management meetings, due diligence)
Quantitave screening (fundamental data, technological factors, Region, country, industry and sector specific screens)
DEVELOP INVESTMENT APPRAISAL
Blend historic data and forward-looking economic views
Integrate fundamental and macro analysis aimed at gaining stock conviction on a 6-18 month horizon
Assess valuations relative to expectations, industry peers, markets and historical multiples
Review analysis in research reports, conviction ratings, mock portfolios and continuous team discussions
CONSTRUCT OPTIMAL CLIENT PORTFOLIOS
Analyse exposures and sensitivities
Prioritise new investment ideas against current portfolio and focus list
Trade-based on evolving relative conviction
Integrate technical analysis and fundamental outlook changes
Ensure risk exposures are monitored
CONTINUOUSLY MONITOR CLIENT PORTFOLIOS
Regularly monitor client’s portfolio in relation to its investment guidelines as well as each underlying of the portfolio
Rebalance if need be for e.g. by adjusting recommended portfolio weight