Fund Selection Performance Review November 2018

Monday, 19 November 2018

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 (performance, solidity, costs, Morningstar and 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 quarter (with short monthly updates) 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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