At Inalytics, we enhance your selection process by providing evidence of whether short-listed managers have the skills to meet your targets, differentiating between them using objective measures of skill and providing you with a list of specific questions which we believe need to be raised during the interview process.

This investigative process leads to truly informed and confident decisions.

Typical problems encountered

Experience shows that shortlists are typically made of managers with good track records, impressive marketing materials and good sales people: a package that looks great on paper but very often fails to deliver the right results. It is hardly surprising that Pension Funds remain challenged with respect to:

• verifying that managers have the required skills;
• differentiating between the short-listed candidates; and
• knowing what questions to ask to see what really drives the manager’s process and track record.

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 will allow you to:

• distinguish between managers, using specific metrics such as Hit Rates and Win Loss Ratios; and
  provide specific questions and raise issues that require investigation during the selection process.
• By focusing on fact rather than opinion, you will gain confidence in your ability to identify real skill and make informed decisions.
• We have helped a large number of pension funds across the world to select highly capable managers. As a result, our manager selection service is a rapidly expanding area of our business.

How the service works

Inalytics’ selection service complements and enhances your own and your Consultant’s Due Diligence process. In effect we pick up where your Consultant leaves off. Once the short list has been drawn up, the managers are requested to provide holdings and trade data for a representative portfolio. Inalytics will generate the analysis.

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 data, drawing on our experience as ex-fund managers, and a list of pertinent questions to ask the manager.

Find out more
Please email us at info@inalytics.com if you would like any further information about how we can help you with manager selection processes.

Monitoring for Pension Funds

Top of page

“The analysis
increased our insight
into the managers
on our short list.
The report was
fascinating and it
has helped to move
our understanding
of their skills
on enormously.”  

John Moore,
Treasurer,
North Yorkshire
County Council