Manager Selection

We have built an alliance with the world’s best fund managers to leverage our knowledge and expertise with the objective to offer the best system portfolios to the market, featuring consistent performance and strict risk management. All these Funds have solid track records and endorse our short-term trading strategy.

Sourcing External Managers

To be able to build successful investment strategies, we strive to access only a clearly defined trading strategy. In this regard, the manager selection procedure is one of the most important aspects of our process for seeking alpha. To aid this process a key criterion of our analysis is to focus on the correlation between each strategy and global equity indices. Furthermore, we assess how each strategy functions under various market conditions.

The selection of each external fund manager is on the basis of a variety of quantitative and qualitative criteria, including;

• Long-term positive returns on capital invested
• Positive risk-adjusted performance measures
• Strategy alignment to the portfolio’s objective
• Favourable correlation with other strategies
• Proven track record and risk management capability

Data Collection and Due Diligence:

Our fund manager selection process seeks to identify and select unique trading strategies, which outperform broader market returns by generating uncorrelated alpha trading. Using a disciplined and rigorous due diligence process coupled with ongoing evaluation and analysis, the approved programs bring together an optimal mix of fund managers and strategies. Initially, fund managers are requested to submit their performance data with a list of key documentation. Subsequently, using this data we build the foundation of our analytical assessment. This evaluation of the signal strategies determines the necessity for full quantitative and qualitative due diligence. Interviews are then arranged with the fund managers to validate the initial data from the research.

So the best fund managers of the world send their trade signals to our bridge for integration in our Multi-System Portfolios. This is a truly unique cooperation.

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