From the initial referral of an investment manager to the launching to the launching of a new Aston fund, we take measured steps to ensure the best solution for our clients.
Our experienced internal research team conducts due diligence on current subadvisers and assesses prospective investment managers. They define the fund objectives, perform rigorous manager research to select what is believed to be the best candidates available to make the day-to-day investment decisions, and conduct ongoing portfolio monitoring and manager due diligence to assure this remains the case.
A rigorous due diligence process is applied in selecting investment managers to subadvise our mutual funds. In the interests of investors, we conduct a thorough investigation of each subadviser in examining key elements about their Firm, Personnel, Investment Philosophy & Process, Performance, and Compliance Standards.
Beyond these measures we also look for:
- Keen investment insights developed from years of experience in the marketplace in which they focus.
- A culture where average is not good enough.
- Actively-managed, high-conviction approaches to investing that are distinct, if not unique, and have the potential to significantly outperform their benchmarks over time.