Advantage Financial has developed a fund selection process broken down into three consecutive phases. On a half-yearly basis, it generates a buy list of funds for each investment line plus qualitative analysis and risk assessment for each fund selected.
- Pre-screening of the investment universe
- Quantitative analysis
- Qualitative analysis
Quantitative pre-screening and grouping of funds in the main asset classes.
A half-yearly Quantitative Fund Screening Report is provided to the client.
A Quality Assessment Report for each fund selected.
Advantage Financial uses the illustrated criteria to produce an Active Selection Portfolio for each of the main asset classes chosen. The composition of the portfolio is rebalanced at least every six months.