Fund Selection Model

Friday, 18 June 2021

How does one select the best investment funds within a certain asset class? We have a largely model-based selection process, designed to make your fund selection more efficient and consistent. Under MiFID II regulations you have to be able to underpin the choice or recommendation of a specific investment fund, which you can demonstrate by working with the Fund Selection Model (FSM). Of course, many of our clients already have a fund selection process in place but this model serves as an excellent comparison and benchmark to their own selection.

The model uses five factors (such as, performance, solidity, costs & risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 13 large asset classes are clearly presented each month in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds.

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Maria Thorvardardottir

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Maria Thorvardardottir