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Customization of the universe according to the specific needs.
Application of initial filters to arrive at a final universe.

Quantitative analysis focusing predominantly on the fund’s relative statistics.
Qualitative focus on the investment process and broader due diligence.

In this phase, a final decision is taken and the monitoring process begins.

Within Alternative Investments, we have partnered with Sussex Partners, specialized in the selection of alternative strategies, who guides us in the research and selection of valuable managers.


Fund Selection & Monitoring

When an issuer is approved following the described steps, we select the most attractive funds on the issuer curve, based on price/yield and duration.