Delivering an Uncommon Level of Support to FIS Group Managers
FIS Group not only provides resources and support for managers currently serving our clients,we also seek to offer valuable guidance for managers who are considering participationon the FIS Group platform as a part of their organizational development plan. We are passionate about our role in discovering and assisting talented managers to bring their unique skills to market for the benefit of institutional funds and their beneficiaries.
FIS Group not only provides resources and support for managers currently serving FIS Group clients,we also seek to offer valuable guidance for managers who are considering participating in the FIS Group platform as part of their organizational development plan. We are passionate about our role in discovering and assisting talented managers to bring their unique skills to market for the benefit of institutional funds and their beneficiaries.
Through our manager database portal, we collect data to objectively evaluate investment firms and their strategies. Through this connection managers introduce new products, update us on returns, and notify us of changes in personnel or their business model. Enter your data today.
What do we look for? As a prospective FIS Group manager you should be prepared to discuss the following:
- Your investment process. Be able to clearly articulate the strengths and, just as important, the weaknesses of your process.
- How you create value. What does portfolio attribution say about your process? Better at stock selection? Allocation? Both? FIS Group often shares its analysis with managers so they can get a better sense of what’s going on within their portfolio.
- Your business plan. Be able to clearly articulate where you see your business within the next five years. This should include not only the assets, but the people and infrastructure needed as well.
- Your back-office/operations and infrastructure. This is an area where some entrepreneurial managers fall short. Having sound infrastructure and knowledgeable people can alleviate issues that can limit longevity or lead to significant investor drawdowns.
- Your benchmark and your alpha thesis. Often, managers choose either a very broad index or one that makes them look better on paper. By defining the most appropriate benchmark, managers are empowered to better understand their alpha and risk as well.
- Your edge. In a highly competitive world, the ability to stand out from the crowd through competitive edge is critical. Some managers emphasize technology and innovation. Others highlight the quality and experience of their people.
Our due diligence process entails a quantitative, qualitative, and operational review of the entrepreneurial asset management firm and its investment process. A summary of this process is shown below.
During the second half of 2019, the late cycle bull market for financial risk assets sprinted to the finish line despite lackluster global growth. Global markets ended the year on a bullish note, with the U.S. S&P 500 climbing to another record close. For much of...read more