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  • Strong corporate policies & codes of conduct

  • Documented compliance systems & procedures

  • Business Continuity Plan covering key person risk and disaster recovery

  • Advisory only; no custody of client assets and outsourced execution


  • Well defined repeatable processes

  • No leverage or use of derivatives

  • Long-only investing in liquid securities only

  • 100% daily portfolio liquidity (depending on platform/solution)

  • Volatility based risk allocations (certain strategies)

  • Focus on minimising prolonged drawdowns via an absolute return approach to active management


  • Managed Account investor retains ownership & control of account assets

  • Managed Account investor retains control of manager appointment

  • Full trading and position transparency

  • Regular performance reports

  • Daily liquidity (+ settlement) (depending on platform/solution)

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