There are many different ways of managing funds. Our role is to enable our clients to understand these different approaches and to identify the best of each, so that the most suitable funds can be selected for their own clients.
The integrity and independence of our research is of paramount important to us and our clients. Our research philosophy and approach is long-established but is also developing over time in order that it remains robust and relevant in an ever changing investment industry and tightening regulatory environment.
By undertaking detailed and thorough qualitative research, informed by quantitative analysis, we are able to identify the funds that are capable of fulfilling their objectives and therefore of meeting clients’ expectations in the future. We achieve this by gaining an in-depth understanding of each fund and in particular the investment philosophy that lies behind it, the environment in which it is managed, the effectiveness of the investment process and how risk is managed and defined.
We continue to regularly review funds to assess whether the investment process is still in line with our understanding and remains appropriate for its objectives. Should a material change occur between reviews, this is considered and where appropriate the OBSR Fund Rating may be adjusted, suspended or removed.