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Investment committee:
- This provides a shortlist of funds for each asset class
- These funds have been selected on criteria aimed at consistency of performance – not
‘buy buy sell sell’
- Buy panel is reviewed quarterly with each class/sector researched against the peers
on an annual bias
- Email alerts where the fundamentals have changed and there is a change of advice as a result.
- As a result the shortlist will comprise of 3 lists - Buy, Sell or Hold.
- Evidence of research held online which can, in part, be used within suitability reports to clients to save time when writing reports
- Performance data available.
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