BPS (Behaviour, Performance & Skill) for Asset Owners

Analysing skillful Managers for Asset Owners

Whether it is with selection, monitoring or portfolio construction, by making skill visible INALYTICS provides the evidence to ask the right questions and take informed decisions. The service is delivered both in report form and on-line.

Selection

Once the short list has been agreed, the selected Managers are instructed to submit holdings and trades to INALYTICS for an appropriate rep account. The data is analysed and a report is generated, along with an Executive Summary with the key points and a list of questions that we believe should be asked at the interview.

Monitoring

For monitoring, the data comes either directly from the Custodian or the Manager. Clients typically ask us to review their full roster of Managers on a quarterly cycle, or focus on a smaller subset where a decision is required or a due diligence trip is planned.

Construction

INALYTICS helps clients blend different Managers together to obtain the benefits of diversification. This process involves combining different types and levels of skill, then allowing for different market environments.