Traditional & Alternate Fund Manager Scrutiny  

Our traditional and alternate manager due scrutiny process combines quantitative and qualitative analysis that allows us to identify, evaluate and select individuals that we believe will add value to our client portfolios.

For the quantitative portion of this due diligence, we utilise a combination of our own database and expert insight as well as multiple third-party information sources to perform a comprehensive statistical analysis.

We also believe it’s integral to ensure they’ve not only got the right experience but also the correct attributes for your organisation. Our experienced team meet with each investment manager on multiple occasions to learn how they function, as well as how they form decisions to ensure the best individual for your company.

Expert insight tailored for investment professionals and organisations

Traditional & Alternate Fund Manager Scrutiny Covers All Aspects Of Your Plan


We’d Love to Help You With Your Financial Plan