Qualitative Research Process

Understand the Market Place
We seek to understand the market place by interrogating our unique multi-asset funds of funds database, conducting face to face fund manager interviews and assigning each fund in the database to one or more of our unique Investment Outcome Categories Ė Positive Target Return, Rising Income, High Income, Pragmatic Growth, Long Term Growth, Volatility Target Return and Volatility Ceiling. A blend of quantitative and qualitative analysis then helps us to identify managers with the highest quality in each category.