The Multi-Management & Fund Research team at Union Bancaire Privée seeks out the best managers within each asset class to offer you a choice of investment possibilities, aimed at reducing risk while stabilising performance over the long term. The investment fund universe is constantly growing, and the gulf between the performance of the best and worst managers is widening. This makes it essential to use the right qualitative and quantitative tools to spot the most talented managers.
Our team of experienced analysts is dedicated to multi-management and the analysis of traditional investment funds. Their work includes:
- managing funds of funds;
- managing investment fund mandates;
- offering a selection of particular funds, run by the world's best managers;
- seeking out new management delegation opportunities and fostering relationships.
Selection process:
Qualitative analysis
Our process is based on primary research, in which we set particular store by meeting fund managers at our offices and their places of work. This face-to-face contact enables us to understand their investment philosophy and what sets their management style apart. We also take account of the way in which they select their securities and incorporate them into their portfolios.
Quantitative analysis
There are three stages to our quantitative analysis:
- First, the universe is segmented, allowing managers to be classified according to their performance profiles in different market phases.
- Second, each fund is analysed individually. Based on the complete inventory of each portfolio, we undertake detailed quantitative analysis of the funds, arriving at a very precise picture of the risk inherent in the portfolio and how its exposure breaks down (country, sector, market capitalisation etc.). We study the various parameters over a range of periods so that we can understand how they develop over time. This proprietary tool, developed by our dedicated team, produces risk reports for hundreds of portfolios.
- Finally, when constructing our portfolios, we apply a model that optimises the weighting of each underlying fund to avoid making plays that are redundant. This method ensures that the final portfolio is diversified and well balanced, as the bets and risks are known at all times.