Window to the world's best asset managers
Selection offers institutional investors access to the world's best asset managers. Our search for the best asset managers builds upon our structured and documented process, and we can document that we add value to our clients via our asset manager selection. In addition to the team in Copenhagen, we take advantage of the expertise of our subsidiary in Boston, which is an integral part of the ongoing analysis and selection of asset managers.
We do not only believe that there exist good asset managers, who can deliver consistent outperformance; we can actually prove that we are able to identify them.
We have a clear-cut opinion of what we look for in an asset manager, and through quantitative and qualitative analyses of the 5 Ps, we use our unique knowledge and experience in the best interest of our clients.
The world's best asset managers in one mutual fund
K InvestTM is a Danish investment fund that brings together the world's best investment managers in a variety of asset classes. We established K InvestTM as part of a strategy to concentrate our recommended managers and to offer our clients an alternative to our customized searches. K InvestTM has several distinct advantages for investors who achieve easier administration through managers in K InvestTM, a systematic monitoring of selected managers and access to low fees due to significant economies of scale.
The asset managers in K InvestTM are chosen on the basis of our structured process for selecting managers. We cherish our independence, and the individual asset manager can be replaced at any time, if the asset manager does not perform, or there are other circumstances which indicate that we do not believe in the manager's ability to perform in the future. The asset managers are continuously and systematically monitored and we conduct a thorough evaluation by a defined model each quarter.
Independent and objective monitoring of the portfolio
Since 2007, Selection has delivered strong results for its clients with an annual outperformance of 9.7 percentage points net of fees.
MonitorTM is for the investor who wants an independent and objective second opinion on all or selected parts of its portfolio, with specific focus on selection of asset managers.
We conduct an individual and unique analysis of the client's own portfolio of asset managers, and through an assessment and review of the individual manager's performance combined with close dialogue with the client, we are able to highlight trends and structural biases in the portfolio.
In MonitorTM we analyse the asset managers in the client portfolio in a global perspective and compare the portfolio to the prevailing trends in portfolio structures among Nordic investors. Our expertise and knowledge enables the investor to effectively structure its portfolio to include the strongest asset managers in the market.
K Invest is one of a number of offers for Investment & Pensions advisory clients, and our role as independent advisor is not changed. We have no direct financial interest in existing customers choose K Invest over another mutual fund, but external customers pay via the association a fee for search and surveillance expertise. Managers in K Invest chosen on the basis of our usual process for selecting managers. The manager can be replaced at any time, if this is not a performer or there are other circumstances which indicate that we do not believe in the manager's ability to perform in the future. The manager continuously and systematically monitored and conducted a thorough evaluation by a defined model each quarter. The customer purchases a division in K Invest advised by a specific manager.
For further information about K Invest, please contact Andreas Weilby XXXXX
In a KLODS analyzes Search & Selection asset managers in the client portfolio from a global perspective and compares the portfolio with the prevailing trends in portfolio structures among Nordic investors. The expertise and knowledge enables the investor to effectively structuring its portfolio to include the strongest asset managers in the market. Since 2007, Search & Selection delivered strong results for its customers with an annual outperformance after expenses of 2.2% on equities and 0.5% on bonds.
For further information about KLODS, please contact Andreas Weilby XXXXX