Investment management methodology:
external fund selection
BLI's Fund Research department is in charge of the analysis of external funds – i.e. funds managed by other fund managers.
The six-person strong team is made up of five analyst-fund managers who provide investors with research and management services focusing entirely on external funds. The team conducts independent expert quantitative and qualitative analyses that get to the heart of the ‘personality’ of the funds under scrutiny and help to elucidate which funds best fit with our clients’ needs and the requirements of our portfolios.
The scope of the research team focuses on the main asset classes, i.e. equities, bonds, money-market products, commodities, currencies and absolute performance strategies, but excludes private equity and hedge funds. The lack of transparency and liquidity – and simplicity, of these funds go against BLI - Banque de Luxembourg Investments’ cautious approach.