OUR INVESTMENT PROCESS

Once we have identified a manager, we draft a detailed investment memorandum highlighting the merits and demerits of the investment and support the narrative with schedules.

Our robust investment and operational due diligence process includes on-site interviews, reputational diligence, recalculation of performance, and benchmark of key commercial terms.

We shortlist a number of managers by diligently ranking them by performance, investment process and fit with our mandate.

Our ‘Blue Chip’ manager identification is based on our proprietary research using multiple databases, our deep industry knowledge, expertise, and reputation, and industry relationships built over decades.

MANAGER RECOMMENDATION

DUE DILIGENCE

SHORT LIST

BLUE CHIP

MANAGERS

NO

YES

After Investment Committee Approval, we proceed alongside our external legal counsel to finalize and execute the documentation.

ENGAGE

MANAGER

INVESTMENT COMMITTEE APPROVAL

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