Third-party fund selection methodology
The selection and monitoring of third-party funds is carried out by the team of external fund analysts at BLI - Banque de Luxembourg Investments. They use strict quantitative and qualitative criteria to select the best funds on the market by asset class.
Fund selection process:
Universe of more than 60,000 funds in 40 asset classes | | Selection of 5 to 10 top funds per category | | SELECTION OF THE BEST FUND IN EACH CATEGORY |
| | Selection criteria: - Analysis of the fund's performance over an extended period (3 to 5 years)
- Performance consistency
- Fund volatility
- Analysis of the fund's behaviour in bull and bear markets
| Selection criteria: - Management style and methodology
- Transparency of investment policy
- Stability and quality of the management teams
- Reputation and financial solidity of the promoter
- Country of domiciliation
- Size of assets
- Risk control
- Fee structure
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