Fund Evaluation
Fund evaluation forms the basis of all our fund consulting services.
Our team of highly expert fund analysts has on average over 18 years of experience.
Our broad research universe covers not only traditional products but also alternative investments such as PE funds, infrastructure funds, and hedge funds.
Our emphasis in fund evaluation is on qualitative information including investment philosophy, investment process, managers’ performance, and research capabilities. We also utilize quantitative data.
Key features1
Broad research universe
Our research universe comprises external and proprietary databases.
- External databases provided by third parties
- Data compiled on our own and records of interviews with fund managers
Key features2
Rating system
Our fund evaluation is based on the investment firm, product, and operational items (profile evaluation) as well as performance items (performance evaluation).
Our performance evaluation is based on analysis of qualitative data, including management philosophy, investment process, managers’ performance, and research capabilities, as well as quantitative data.
We recommend funds likely to repeat superior investment performance.
Key features3
Fund evaluation process
Fund evaluations are conducted by multiple analysts.
Our evaluation is determined via fund evaluation discussions based on preliminary analyses and interviews with investment managers.
After evaluation, we continuously monitor performance.
Inquiries about Fund Evaluation
