Fund Selection Performance Review June 2018

Tuesday, 19 June 2018

How does one manage to select the best investment funds within a certain asset class? In cooperation with our partner VDVM we present a largely model-based selection process, designed to make your fund selection more efficient, more consistent and compliant. Under Mifid regulations, you have to be able to underpin the choice or recommendation of a specific investment fund, which you can demonstrate by working with the Fund Selection Model (FSM).

The model uses five factors (performance, solidity, costs, Morningstar and risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 13 large asset classes are clearly presented each quarter (with short monthly updates) in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds.

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