
What we did
- Mapped, challenged and documented the existing investment approach, what it was based on, and how it was implemented
- Mapped, challenged and documented the existing investment strategy and process to assess alignment with their investment philosophy and whether it met their investment objectives
- Reviewed how the investment approach was demonstrated and assured, in terms of how the team operated and the processes they used
- Benchmarked the investment process against best practice and recommended on how to bridge identified gaps
- Realigned their investment processes with their investment philosophy and objectives
- Defined a dashboard and other controls to be implemented in order to monitor the process and its efficacy
- Identified a set of metrics that could be used as part of the ongoing appraisal for the team, its processes, and even individuals