We aim to optimise all of our portfolios’ risk-return profiles. As well as seeking out the investments with the best return prospects, this also involves carefully monitoring and managing risk:
- Each investment team’s process involves disciplined risk management
- Our portfolio managers input all trades in our portfolio management systems (e.g. thinkFolio, Charles River), which run pre-trade compliance checks. All trades must also be validated by the custodian bank
- The custodian checks fund performance with that of a wide group of peers
- Our Risk Management team runs a monthly check on each portfolio
