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.
FundSelect+ is a truly tailor-made service that will help you select the funds that truly match your investment strategy. It is built on collaboration, transparency, and expertise. By combining your vision with our in-depth market insights, we help you create investment solutions that stand the test of time.
ECR FundSelect+ is an ideal time and cost-efficient solution for smaller teams investing in active and passive funds.
Let us help you benchmark your portfolio and explore high-performing alternatives—tailored to your goals, across every asset class. Smarter selection, sharper results—start now and book a meeting to discuss your requirements.
Sample Report (Pacific ex Japan)
To illustrate how FundSelect+ works, we have prepared a sample report based on the Pacific ex Japan asset class. In this example the fund names are not disclosed for confidentiality. In an actual engagement, you will of course receive the full set of identified funds, including detailed fund names and characteristics.
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.
Together, 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!
