Investment Process Review, Integration & Validation

Is your Investment process not delivering to expectations? Are your asset consultants making unfounded conclusions about your strategy? Do you struggle to demonstrate your active advantage using evidence based framework? If yes, then you may benefit from our independent and private strategic assessment of your investment strategy, process and decision making framework.

Our investment process review service is designed to provide investment managers with an external/third party review of their Investment philosophy, process portfolio and performance/risk outcomes.
In delivering this service, our team brings together decades of deep industry expertise, due diligence and forensic research experience to provide unparalleled strategic insights on the drivers of active management process.
The findings from this strategic analysis is summarised in a detailed report. Key insights and takeaways are presented to major stakeholders in an interactive forum.