Investment Management and Fund of Funds
Decision Lens has focused us on where the best performance is among the many investment choices available.
— Lukas Dorig, CFA
Decision Lens offers a powerful new approach to "fund of funds" portfolio management called Dynamic Multi-Fund Management.
Dynamic Multi-Fund Management is for teams of investment professionals seeking a structured, consistent framework that brings together the expertise and opinions of the entire investment committee to select funds in which to invest.
Decision Lens can be used for both private equity FoF managers and for those investing in publicly traded funds.
While each model is tailored to your specific investment experience and the sector of focus, Decision Lens enables professionals to combine and evaluate both quantitative and qualitative factors such as:
- Historical relative performance over various time periods
- Information ratio showing the consistency of the fund managers' success
- Fund performance unrelated to the market
- Risk and volatility
- Fund managers' credibility and stock-picking abilities
- Management company's investment process and risk controls
We collaborate with investment companies to structure your investment evaluation model, creating a framework for you to use as a consistent, repeatable evaluation process that takes you all the way down to investment allocations.
"What-if" sensitivity capability allows professionals to dynamically reallocate finances as the environment changes, based on the new information.
The Decision Lens approach is the next generation of fund-of-funds investment tools.
