Our Services Manager Research
We have a multi-award-winning fund manager research team that focuses on combining both qualitative and quantitative views into our process. Below, we show our 16-factor process that acts as a long-standing guide to analysts. Over time, our track record is strong; positively rated investment strategies have added good excess returns and negatively rated strategies have underperformed.
How we evaluate fund managers
We are known for our detailed research that looks under the surface of
funds and investment strategies and involves writing detailed reports
based on our findings.
How are we adding value?
- We have a comprehensive track record tracking each rating
- Negative ratings save clients from poor funds
- We have a pioneering approach to using data to assess managers
- Often ex investors are involved in interviewing managers
- Each rating is peer reviewed
- We leave no stone unturned

About Manager Research Ratings
Each investment strategy is rated according to three categories:
This is our top rating. We are satisfied that this offering is managed according to a well-considered process which is applied consistently and supported by the business, that we believe is likely to add value over time.
This is a good fund or strategy, however we have some minor concerns which may be related to people, process or business. In our view the odds of adding value remain positive, but not
significantly.
This is a negatively rated strategy. We have one or more fundamental concerns about aspects of
this strategy and believe there are better alternatives. We also believe the odds of this strategy adding value are low.
How we select funds to rate
We aim to rate investment strategies which are in the best interests of
our clients. Our research is largely client driven, based on their needs,
but we conduct an ongoing market assessment to see if there are additional
investment strategies which we need to cover.
If you are a fund manager, please click here to see how best to interact with us
If you are a fund manager, please click here to see how best to interact with us
Currently we cover:
- Funds and separate accounts
- Onshore and offshore funds
- Open ended and closed ended strategies
- Single asset class and multi-asset class strategies
- Alternatives
- Active and passives
- Strategies from large institutions as well as smaller boutiques