Are all your funds still top performers?
With ECR FundSelect+, you can benchmark your current portfolio, discover better alternatives, and confidently select high-quality funds—even in unfamiliar asset classes.
Smarter selection, sharper results—start now.
Let us help you benchmark your portfolio and explore high-performing alternatives—tailored to your goals, across every asset class.
Our quarterly updates cover 16 asset classes and rank 30 top funds per asset class.
FundSelect+ is a truly tailor-made service that will help you select the funds that truly match your investment strategy.
How it works?
Discover the 6-step process that guides every selection
We start with an in-depth conversation (about the search) to align on your:
- Investment objectives: Growth, income, preservation, or balanced
- Preference: Active or passive management
- Investment horizon and risk tolerance
We filter over 10,000 funds using our four core pillars:
- Performance – Track records over 3, 5, or 10 years
- Consistency – Stability of returns
- Cost – Expense ratios and fees
- Risk – Volatility and drawdowns
This results in a targeted shortlist of 10–20 funds tailored to your needs.
ogether, we review:
- The top 10 holdings of each fund
- Concentration risks vs. benchmarks
- Sector and regional biases
We help you select the 3–5 funds that truly match your strategy, providing:
- Personalized fund factsheets
- Key metrics like beta, volatility, and risk-adjusted returns
You make the final call—either independently or with our support during fund manager meetings.
Stay on track with:
- Regular performance evaluations
- Access to new opportunities and adjustments when needed
Why Choose ECR FundSelect+?
- Independent advice—no conflicts of interest
- Efficient & tailored—save time without losing control
- Data-driven with a human touch—the best of both worlds
Let’s select the right funds together. Contact us!
