Asset managers selection

Not all managers are equally skilled for managing an ever-growing larger range of assets. Moreover, as the financial environment is undergoing a rapid change, a manager who was successful yesterday might be less so today or vice versa. Investitus assists investors in the important process of selecting asset managers for investing through global or specialised mandates or through investment funds.

This service can include:

  • Clarifying the investor’s objectives, constraints and investment horizon;
  • Determining a tolerated risk level and/or benchmarks;
  • Writing down and sending a Request for Proposal (RFP) to potential asset managers who are required to answer and describe their organisation, track record, and offer of services, including costs;
  • Collecting, analysing and evaluating the answers to the RFP;
  • Negotiating the management contracts, fees and tarifs.

There is no doubt that such a rational process puts investors in a good position to obtain performant asset management services at a competitive price.

Case Studies

Why did our customers decide to work with us? Discover their profiles here.
Many aspects to consider before signing a management agreement
Various steps should be considered when you intend to evaluate the performances delivered by your asset managers