T Bailey

Investment Process

Step 3. Fund selection: Quantitative analysis - detail

  • Statistical screening of fund universe - produces focussed list of funds for further review.
  • Process uses a number of inputs and sources of ideas, although the in-house analysis is the most important.
Market awareness
In-house analysis
Fund rating services
Peer group review
Quantitative analysis screening process
Focussed list of funds

With the universe of funds ever increasing and the new options available under UCITS III and NURS regulations, a powerful quantitative engine is vital.



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Jargon buster

A selection of technical terms made easy.

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