Investment Research

How do we get our investment ideas?

Our investment management division is supported by a dedicated team responsible for researching the broad range of investment solutions available to you. The research department screens the universe of available collective investment vehicles to identify those that best match your objectives and risk profile.

Having identified funds that pass the initial scrutiny, our analysts meet face-to-face with the fund managers to understand their views about the market in which they are investing and how they go about applying those ideas. This qualitative part of the process is really about getting under the skin of the people in whom we are going to entrust your money. Our analysts continually monitor the performance of these funds, and conduct regular meetings with the managers, meaning that there is a constant review of your portfolio.

To read our Investment Research team’s views on the financial markets, please click here