Manager selection process
Manager selection - identifying the very best using our rigorous and tested methodology

• Quantitative screening - using proprietary software to short list
• In-depth analysis - investigating performance and risk statistics
• Qualitative analysis - interviewing each potential manager
• Personal profiling to assess sustainability of performance
• Checking compliance issues and history

Centred on risk control, Insinger de Beaufort's manager selection process identifies top-performing managers using quantitative and qualitative analysis.

Having selected our managers, we add them to a portfolio to optimise client risk and return requirements. Each manager's allocation is designed to promote overall style neutrality relative to benchmark.

Our formal fund monitoring process for all managers emphasises performance reviews to ensure investment strategies continue to meet the highest standards.