Our Product Selection Process
Our team of portfolio managers and research analysts study the full spectrum of unit trusts and ETFs available to select the right products for our portfolios. We monitor the portfolios daily, digesting global financial and economic data and events while leveraging on our regional research team for in-depth analysis and insights.
The process is continuous and forms a key part of the investment decisions we make about the assets in the portfolios.
Product Evaluation
- Assesses each proposed security and product
- Absolute and relative performance
- Risk metrics assessment
Selection Process
- Review and approval by the Investment Committee
On going monitoring
- Regular communication with fund managers, performance review, re-evaluation
Fund Research & Evaluation Process
Adaptability
- Response to market events
- Changes in strategy
- Fund flow management
Investment Team
- Track record of main fund manager
- Team size and depth
- Team stability
Performance
- Magnitude and consistency
- Absolute and relative performance
- Risk metrics assessment
Investment Process
- Investment Philosophy
- Portfolio construction methodology, characteristics
- Risk management capability