Asset Manager Selection and Due Diligence
“Your Goals. Our Focus.”
Selection of Asset Managers is a specialized service provided by Kingston Horizon Advisors to help institutional clients make informed decisions when choosing professional asset managers for their investment portfolios. This service ensures clients are aligned with the most suitable asset managers based on their unique financial goals, risk tolerance, and investment objectives.
The critical components of our Asset Manager Selection Service are:
- Understanding Client Needs and Objectives
Kingston Horizon Advisors begins by thoroughly assessing the client’s financial goals, risk tolerance, time horizon, and overall investment strategy. If an Investment Policy Statement (IPS) is unavailable, we may prepare one. This detailed understanding is essential for identifying asset managers whose expertise aligns with the client’s objectives. We work with institutions to define their investment mandates, whether focused on growth, income, capital preservation, or a blend of these goals. Asset Manager Screening and Comparison
Kingston Horizon Advisors screens a broad universe of asset managers, comparing their performance metrics, investment styles, and management fees. We consider factors such as:- Historical performance relative to relevant benchmarks.
- Risk-adjusted returns.
- Fee structures (including management fees and performance fees).
- Alignment with ethical and sustainable investment criteria, if applicable.
This comparative analysis helps narrow the selection of the best candidates for managing the client’s assets.
- Asset Manager Due Diligence
We perform rigorous due diligence on potential asset managers, evaluating their investment processes, performance track records, fees, and alignment with clients' goals. This involves comprehensively analyzing the asset manager’s history, team expertise, investment philosophy, risk management practices, and overall stability. We aim to establish high consistency in the recommended managers' risk-adjusted returns. - Customization of Investment Approach
Based on the client’s needs, Kingston Horizon Advisors selects asset managers with specific investment expertise in equities, fixed income, real estate, alternatives, or a diversified mix of asset classes. We ensure that the chosen managers align with the client’s preferences for passive or active management, international exposure, or sector-specific investments. - Fee Negotiation and Cost Efficiency
As part of the selection process, Kingston Horizon Advisors helps negotiate favorable terms for management fees, ensuring that clients receive competitive pricing without compromising quality. We ensure that fees are transparent and justified by the value provided, helping clients maximize returns while minimizing costs. - Ongoing Monitoring and Performance Review
Once asset managers are selected, Kingston Horizon Advisors continuously monitors their performance to ensure they meet the agreed-upon investment goals. We provide regular updates and reviews to the client, offering insights into the performance of the asset managers relative to benchmarks and market conditions. If a manager’s performance falls short or deviates from the agreed strategy, we proactively recommend adjustments or alternative asset managers to keep the portfolio aligned with the client’s financial plan. - Fiduciary Oversight and Compliance
Kingston Horizon Advisors acts fiduciarily when selecting asset managers, ensuring that all recommendations and decisions are made in the client's best interest.
Why Choose Kingston Horizon Manager Selection Service:
- Expert Guidance: Clients benefit from Kingston Horizon Advisors’ expertise in evaluating and selecting high-performing, reliable asset managers across various asset classes.
- Alignment with Client Goals: The service ensures asset managers are selected based on a personalized understanding of the client’s unique financial situation and investment objectives.
- Performance Monitoring: Continuous oversight and performance monitoring help clients stay on track toward their financial goals and make necessary adjustments if market conditions or investment strategies change.
- Cost Efficiency: Fee negotiations and cost analyses ensure clients receive value for their investment while controlling expenses.
By providing the Selection of Asset Managers service, Kingston Horizon Advisors helps clients determine the best-suited asset managers, ensuring their portfolios align with their long-term financial success.
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