Manager Selection and Assessment

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. The Investment Committee has the overall responsibillity of the selection process while the Board of Directors making the final decision.

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