OUR METHODOLOGY

Rational and strong investment decisions can only be taken on the basis of a systematic, concrete and complete analysis of financial markets and their fundamental drivers. This is why we have developed a buy-side fund analysis methodology based on 3 main principles, namely :

Regularity

Evaluate future behaviour from past data by minimizing the probability of error. We produce for each fund 2 regularity scores from 0 to 20/20 which reflect the stability of the results over the last 3 years and the 2 previous years.

cometitivity

The competitivity rating evaluate the fund’s performance relative to its competitors. Used in combination with regularity ratings, competitivity ratings identify funds that have regularly beaten their competitors.

Comparison with competitors

Our objective is to identify for our investor clients the best funds available in the market and not those that beat a benchmark. (The usual notion of “benchmark”). Since our goal is to enable investors to buy and hold the best funds, our reference is therefore the performance achieved by 50% of competitors, i.e. the median of a category. All our analyses are therefore carried out in relation to this median which represents “our benchmark”.

OUR METHODOLOGY

Rational and strong investment decisions can only be taken on the basis of a systematic, concrete and complete analysis of financial markets and their fundamental drivers. This is why we have developed a buy-side fund analysis methodology based on 3 main principles, namely :

Regularity

Evaluate future behaviour from past data by minimizing the probability of error. We produce for each fund 2 regularity scores from 0 to 20/20 which reflect the stability of the results over the last 3 years and the 2 previous years.

cometitivity

The competitivity rating evaluate the fund’s performance relative to its competitors. Used in combination with regularity ratings, competitivity ratings identify funds that have regularly beaten their competitors.

Comparison with competitors

Our objective is to identify for our investor clients the best funds available in the market and not those that beat a benchmark. (The usual notion of “benchmark”). Since our goal is to enable investors to buy and hold the best funds, our reference is therefore the performance achieved by 50% of competitors, i.e. the median of a category. All our analyses are therefore carried out in relation to this median which represents “our benchmark”.