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Inalytics to provide Barnett Waddingham with fund manager evaluation

Thu, 17/07/2014 - 10:01

Fund manager evaluation and advisory firm Inalytics has begun work with Barnett Waddingham to scrutinise the investment processes and performance of fund managers.

It is the second such mandate with an investment consultant for Inalytics this year, having won a mandate to supply similar analysis to Towers Watson in February.
Barnett Waddingham is using Inalytics’ cloud application, Scorecard, to investigate the impact on a portfolio of any stock a manager decides to buy and sell. Monitoring share performance both before and after these decisions are made allows Inalytics to quantify the efficiency of fund managers’ decision-making. This allows them to ‘look under the bonnet’ and see what is really driving the performance of the portfolio. They can use this information in due diligence meetings with managers to identify the types of decisions and individual stocks they want to discuss in order to improve future returns.
Marcus Whitehead, partner and head of investment consulting at Barnett Waddingham, says: “We are looking forward to using this additional method to talk to managers about their investment processes and focus in on the individual stocks they have decided to buy and sell.”
Rick Di Mascio, CEO of Inalytics, says: “The appointment of Inalytics by Barnett Waddingham is a further indication of the role that data is having in developing our industry for the better. We look forward to working with Marcus and his team, providing evidence that will detect and recognise areas of managers’ stock selection that can be enhanced and developed in order to further benefit clients.”

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