Investment Process

At Capita Asset Management, our investment process and investment team deliver both in terms of performance and the highest levels of client service.

The Process

Capita's investment process is illustrated as follows

Portfolio Construction and Monitoring

Within an investment strategy, the primary objective when combining managers is to ensure that the chosen funds have complementary, not offsettng characteristics, so that the combined portfolio does not result in simply replicating the index. This ensures that the stockpicking skills of the chosen managers still influence the fund at a total portfolio level.

The second criterion is to ensure that the combined portfolio has sufficient exposure to those styles that have consistently performed in various markets and that these styles exhibit low correlations. As an initial investigation to manager styles we carry out returns-based style analysis of manager excess returns against each other and style indices. We have built proprietary software to allow our analysts to do this.

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