Services Manager Selection and Assesment

EDEKT applies a comprehensive and detailed due diligence process before appointing a fund manager. EDEKT's approach to manager selection is based on a combination of qualitative and quantitative criteria. The importance we attach to the criteria differs for passive and active managers.

A potential list of managers is drawn from the Manager Database maintained by EDEKT and a request for a proposal is sent to those interested. Criteria used to assess managers include:

  • Investment philosophy and process
  • Ownership, business and financial strength
  • Risk management and control
  • Quality of service
  • Presentation
  • Fees

What we Offer