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Sovereign Investment Research
Sovereign Investment Research - Investment Beliefs
Sovereign Investment Research - Scope
Sovereign Investment Research - Return Drivers & Medium Term Outlook
Sovereign Investment Research - Implementation
Sovereign Investment Research - Manager & Product Assessments
Sovereign Investment Research - Portfolio Construction
Sovereign Investment Research - Executing Investments & Monitoring Portfolios

Manager & Product Assessments

Sovereign’s manager research and due diligence process is rigorous and has been specifically honed over time by our experience to reflect the unique characteristics of each asset class. It is comprised of three key components:

   (i) Our “Strategy” test drills down on the key investment themes and         risk/return prognosis

   (ii) Our “Skills” test includes an assessment of management team          capabilities, deal flow, processes and performance

   (iii) Our “Standards” test aims to ensure a strong alignment of interest           between the manager and investors.

Ability to get access to key people and detailed due diligence material is a key screen
We have a strong focus on reference checking - there is a need to distinguish “additional” information from “more” information
A key stage of our process is negotiations with the manager in respect of key terms and conditions of the investment

 

 

 

    
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