24Seven
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Investment Process

The 3 Stages

  1. The first stage is to filter to a long list down to approximately 200-250 funds (between 3 to 15 funds for each sector) that would have qualified for inclusion through our screening process and our 24 key consideration metrics.
  2. The second stage is to create a short list of funds that qualify for inclusion. We then engage with fund management groups, analyse data from independent research agencies and gather our own further research. This produces a final shortlist in the region of 75 funds.
  3. The third and final stage we then reduce to the preferred fund list to create the final model from 75 funds down to the final implemented fund breakdown of 25-30 funds to invest in.

Define Universe To Be Used

Only 4000 OEIC or Unit Trust within IA Sectors

Identifying Long List of Funds For Each Sectors

Usually reduces list of funds to approx 200-250 funds

Filter For Top Level Criteria

Filter For Top Level Quantitative Analysis

Usually reduces list of funds to approx 75 funds

In-depth Quantitative & Qualitative Analysis

Preferred Funds

Qualitative Analysis

Qualitative Analysis

How has the performance been generated, by skill or by chance? How much risk has been taken in achieving performance and how effectively has it been used by the manager? Is the performance repeatable?
When choosing on the investment funds to adopt we analyse the following characteristics:

  • A well-articulated investment philosophy
  • Proven investment process which is consistently applied
  • Robust risk controls
  • Stable investment team
  • Effective management
  • Organisational strength
  • ESG considerations at firm and fund level

 

For a deeper insight on what we can do and how we can help, please download our brochure below.

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