Investment Capability Assessment

How does your investment proposition compare with best-in-class asset managers, as seen through the eyes of institutional investors? If you don’t know, then the chances are that you will fall at an early hurdle. After all, it is estimated that 75%-90% of managers fail the institutional investor due diligence process.

We conduct benchmarking exercises and in-depth assessments of our clients, investment capabilities to enable them to understand how they will be rated by institutional investors and their advisors. Good performance alone is insufficient to get assets flowing through the door. Understanding and demonstrating the other key factors that institutional investors look for in an asset manager are just as crucial to winning business.

Hosted by Infinity Group