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defined risk outcomes
Investment solutions should have clearly defined risk outcomes, which are used as a way to measure the performance of the manager running the fund or portfolio.
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ROBUST INVESTMENT PROCESS
The investment partners who run mandates for us must have clearly articulated and robust investment processes, so we can oversee their performance and ensure transparency for advisers around how their clients money is being managed
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RIGOROUS RESEARCH
Our investment partners employ rigorous quantitative research to help them select the best passive or active funds used by our solutions. They then undertake extensive qualitative analysis of funds, including meeting fund managers where appropriate.