We can help you monitor your managers by providing the evidence needed to ask the right questions in meetings and then take confident and informed decisions.

Typical problems encountered

The fundamental problem often faced when monitoring managers is that, although it is known whether a manager's results were above or below benchmark, it is very difficult to understand why this was so and whether it was down to 'luck or judgment'. As a result it is difficult to:

• get a clear sense of the manager's core skills and whether those skills are changing;
• ask specific questions and receive specific answers; and
• take a truly informed decision without the facts.

How we help

We can help by focusing on the observable facts in terms of the added value from each trade and portfolio position (including stocks underweighted or the shorts) to identify repeatable patterns of behaviour and persistent skill. This allows you to:

• understand why the results were above or below the benchmark
• identify a manager's core skills and if they changed through time
• provide specific questions and issues that require investigation

We have helped a large number of pension funds across the world to select highly capable managers. As a result, monitoring incumbent managers is a rapidly expanding area of our business.

How the service works

Inalytics provides a complete managed service; we obtain the holdings and trade data from the managers or your custodian. Most usually, reports are generated quarterly for our clients; however customised time frames are easily accomplished.

The results are summarised in easily understandable reports and supported by access to the underlying information through a web portal. Inalytics also provides you with our thoughts on the results, drawing on our experience as fund managers.

Find out more
Please email us at info@inalytics.com if you would like any further information about how we can help you monitor your managers.

List of our clients

Top of page

“Inalytics’ evidence
based approach
provides complete
transparency and
demystifies the
Investment process.
The analysis enables us
to set the agenda
in manager meetings,
rather than the reverse.”

Mike Ellsmore,
Assistant Director of Finance,
London Borough of Bexley