Shilen Shah

RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.

IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm.

RSIM is an active manager which is organized into three distinct groups. The Asset Allocation Group meets monthly to determine overall investment strategy and asset allocation. The Stock Sector Group determines stock and sector selections, including UK equities. The Collective Investment Committee reviews the range of alternative investments available and provides information and guidance to the investment managers. Portfolio managers and analysts share information. The firm performs in-house research, supplemented by third party research of quoted companies in order to construct lists of equities from which clients' portfolios are constructed. RSIM fund managers conduct research and can not make or change recommendations without the approval of the Stock/Sector Group, comprised of senior directors in fund management teams. Recommendations are communicated to investment managers who make investment decisions. Research into externally-managed fund investments, unit trusts and other collective vehicles is also carried out by specialists who report to the Asset Allocation Group or the Alternative Investment Group.

CTAM is an active manager that performs in-house research, strategic analysis, and risk modeling to reach decisions. The firm conducts company visits as one of the key areas of their research. The firm is a self-described 'multi-boutique' that is organized into small teams that follow specific products. They offer funds investing in a range of assets such as real estate, equities, fixed-income, and multi-manager. CTAM provides a variety of alternative, ethical, lifestyle, and investment trust strategies.