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Strategy Selection: Manager Survey - Union Bancaire Privee - UBP sets sights on Europe.

Publication: Financial Times Mandate
Publication Date: 01-JAN-05
Format: Online - approximately 494 words
Delivery: Immediate Online Access

Article Excerpt
Flagship product

Selectinvest Arbitrage/Relative Value.

AUM $3.6bn

Manager selection process

- Qualitative analysis.

On-site meetings, document collection, research report.

- Quantitative analysis.

Statistical measures, risk management validation and classification.

- Structural risk assessment.

First structural due diligence questionnaire, SRA report.

- Monthly research meeting.

Steps 1, 2 and 3 come together to approve or remove managers.

- Approved list.

Results from research by analysts and constitutes our investment universe.

- Further analysis.

Second...

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