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How We Work

How we work

How We Work Print this page

Both the processes and philosophies that we employ in constructing investment portfolios principally fall under the following headings:

  • Investment research capabilities
  • Investment committee meetings and oversight
  • Buy lists
  • Style bias
  • Portfolio construction
  • Monitoring and reviewing
  • Agreeing investment risk and client objectives  Understanding and knowledge of systematic and unsystematic risk.

Further information on each of these is given in "Investment approach" and "What we do for you"which we hope demonstrates our robust and coherent process.