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Qualitative Research

Qualitative analysis looks at the asset management house, the investment team and the philosophy and process behind the management of the fund.

The following factors are evaluated in terms of the asset management / investment house:

  • Investment Philosophy
  • Investment Process
  • Decision Making Process
  • Research Process
  • Performance and Risk Monitoring
  • House-view Implementation

The following factors are evaluated in terms of the investment team:

  • – Education and qualifications
  • – Length and nature of experience
  • – Financial Motivation
  • – Alternate responsibilities
  • – Quality and depth of team
  • – Succession Planning