|
 |
Investment Solutions researches, selects, monitors and reviews
managers utilising a defined and rigorous process. It is important to
note that the company is independent of all
external
investment managers.
|
|
|
The
managers are selected on the basis of identified expertise within
their specialist areas, with Investment Solutions responsible for
seeking the optimal mix of managers.
|
|
|
For
each fund, an optimal mix of managers with diversified investment
styles is assembled with the aim of providing superior returns over
time, at below-average risk.
|
|
|
|
|
Returns, risk exposures and investment positions, at manager and fund
level, are closely monitored to ensure the total fund risk is
proactively managed and controlled.
|
|
|
Investment Solutions monitors and responds to any “defining events”
that occur at the selected managers which may affect their future
returns. This includes the departure of key staff, organisational
change, or a change in investment philosophy, among other factors.
|
|
|
A
list of replacement managers is maintained so that changes can be made
if an existing manager is not meeting expectations or is experiencing
change that may make it an unsuitable choice for the future. There are
regular evaluation meetings with managers not currently on the
platform that could potentially enhance the existing mix.
|
|
