PSFS Investment Process

PSFS Investment Process

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MindManager Map added Thu, Feb 16, 2012
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PSFS Investment Process

This mind map sets out, in some detail,, the steps which we take in evaluating individual unit trust or mutual funds. This evaluation process then detemines whether or not a fund will qualify to be included in our Client Portfolio Construction universe of approved funds.
By using extensive quantitative and qualitative measures we have been able to filter our approved fund universe from 900 funds down to 50 funds.
This process, which is rigidly applied, has ensured that our client portfolios are constructed in line with client risk profiles and investment objectives and the historical performance has been well above average.
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Thanks for your comments Liam I have been using these tools, and others, to automate my client advice processes and record client interactions, conversations and decisions. I have created MS Word Templates which I then use to generate my Client Advice Record. Feedback from clients, my Compliance Officer and colleagues, has been extremely positive and I am certain that there will be some spin off in terms of the adoption of MindMaps in the advice process in South Africa.
Fascinating use of mapping Peter, it seems you are really putting this stuff into practical use which is brilliant!

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