Evaluating Money Managers
Evaluating and selecting money managers.
Example of Fund Selecting Process
Initial Quantitative Screening (1st screening)
Screening funds using public data, data vendor and fund data provided by fund management companies.
In depth Qualitative Screening (2nd screening)
Write fund reports based on our qualitative evaluation criteria after the interview with fund managers.
Fund Selection and Portfolio Construction
Select funds and construct portfolio considering our market outlook, fund styles and portfolio diversification.
On Going Monitoring
Fund Research
Thorough investigation of excellent investment companies and investment service companies worldwide
- UK
- London Edinburgh Henry Cambridge
- Ireland
- Dublin
- France
- Paris Lyon Nice
- Spain
- Barcelona
- Italy
- Milan Modena
- Netherlands
- Rotterdam Hague
- Belgium
- Brussels
- Luxembourg
- Luxembourg
- Germany
- Frankfurt Hamburg
- Swiss
- Geneva Zurich Lugano Zug Pfaffikon
- Austria
- Graz Vienna
- Sweden
- Stockholm
- Russia
- Moskva
- Turkey
- Istanbul
- Japan
- Tokyo
- South Korea
- Seoul
- China
- Shanghai Beijing
- Hong Kong
- Hong Kong
- Singapore
- Singapore
- India
- Mumbai
- Canada
- Toronto Montreal Vancouver
- USA
- New York Boston Baltimore Austin Los Angeles San Francisco San Diego Denver Wilmington Greenwich Santa Monica Rye Dallas Pasadena Milford Westport Stamford Atlanta Woodside Newport Beach Orinda Philadelphia San Mateo San Jose Natick Vienna Washington, D.C. McLean Menlo Park Seattle Miami Princeton St. Louis Chicago
- Mexico
- Mexico City
- Brazil
- Sao Paulo Rio De Janeiro
