COMPAREDiscretionary proposition comparison tool.
Our Compare tool will help you learn more about the different discretionary propositions available, and then compare features, benefits and services using your own criteria. Note that Compare will not replace detailed due diligence. It should be viewed as a starting point to help you to understand the services on offer and give you the opportunity to contact the discretionary managers directly to learn more or commence your due diligence process.
1. Register and login to use the tool
In order to use the Compare tool you will need to register and login. You can register here or by selecting LOGIN in the top navigation (tick ‘remember me’ so you only need to do this once).
2. Select the type of proposition
Select the type of proposition you would like to use as the basis of your analysis, from the four propositions options.
3. Choose discretionary managers (up to five)
Select discretionary investment managers from the list of logos. Only those who offer the type of proposition you are exploring will appear.
4. Set your criteria to compare
For each search you can select up to 20 criteria, from business information to the intricacies of the proposition, functionality and cost.
5. Produce your dynamic report
Your findings are summarised in a succinct table. You can then edit and replace criteria or managers, to run new reports – each one can be saved and printed.