Benchmarks for all running Crowdfunding portfolio will be reviewed and updated on 27 November, 2016.
All client portfolios are therefore managed against agreed benchmarks and risk limits. In establishing the guidelines for a new fund, great attention is paid to the investment objective of every client, the level of return which can be achieved and the level of risk which can be tolerated. We assess risk at various different levels including the level of the individual security and at the overall portfolio level.
The objective is to evaluate exactly what risks are being taken within a portfolio and to ensure that there are no surprises. A disciplined and rigorous risk management function ensures compliance with mandate guidelines whilst at the same time the investment process is sufficiently flexible to enable managers to react to change in the business and analysis undergoes a process of continual enhancement to reflect new developments.
We have a strong commitment to good and consistent performance and our reporting is fully GIPS compliant.
Benchmarks for all Projects currently running in the Investor Center is reviewed and updated every 6 months.
Update: Benchmarks for all running Crowdfunding portfolio have been updated.