Research Process – BlueGrid

RESEARCH PROCESS

“Risk comes from not knowing what you’re doing.” Warren Buffet

Investment Products identified are based on thorough Research and Due Diligence, which are based upon 6 P’s Model:

PEOPLE

Assess the Asset Management Company Parentage, quality and consistency of Portfolio Managers

Assess the Asset Management Company Parentage, quality and consistency of Portfolio Managers

PORTFOLIO

Portfolio construct quality, churning ratio, expense ratio, flexibility

Portfolio construct quality, churning ratio, expense ratio, flexibility

PROCESS

Assess the processes of Fund house for portfolio management and compliance to them by the Portfolio Managers

Assess the processes of Fund house for portfolio management and compliance to them by the Portfolio Managers

PERFORMANCE

Analyse the performance and consistency of performance over a longer period of time

Analyse the performance and consistency of performance over a longer period of time

PERSISTENCY

Persistency of quality, process, Portfolio Manager tenure, performance during peaks and troughs

Persistency of quality, process, Portfolio Manager tenure, performance during peaks and troughs

PROBABILITY (Risk)

Good performance can still come with high risk. Assessing the performers with favorable risk-adjusted returns

Good performance can still come with high risk. Assessing the performers with favorable risk-adjusted returns

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