It is always important to have some idea of who the fund manager is and their level of experience and expertise. Information that should be considered includes the following:
| · | Primary language (will you be able to effectively communicate with them?) |
| · | Type of degrees and certifications (are they qualified to handle the offshore investment management of your hard-earned money?) |
| · | Previous positions held (do they have the experience required to make informed decisions about your money?) |
| · | Highest level of offshore investment management held (can they handle the responsibility of managing your investments?) |
| · | Amount of money held under management in previous positions (will the pressure of handling your money be too much for them? |
| · | Time in current position (have they had enough time to discover the ins and outs of the market you're interested in?) |
| · | Previous positions held, if any, in an offshore investment management position similar to the current position (do they have a broad professional experience to draw upon when making monetary decisions?) |
| · | The returns any previous funds achieved whilst under their offshore investment management (how has all of the above combined into concrete, real-life results?). |
While all of this information can be of great benefit, it can on
occasion be difficult to obtain, and, in the case of an investment
team, the abovementioned information becomes irrelevant.
With the advent of funds management software, if all the fund manager does is take cues from a computer, who the actual manager is, is nearly unimportant. Note, though, that this is only true when a computerized system is being used: the fund manager is still of paramount importance in all other cases.
In addition to finding out about who is managing your fund, it is always advisable to know the offshore investment management company that is employing the fund manager. In many cases, a team is used instead of a single manager so the information about the company ends up being the controlling factor. Things to consider include in this scenario include the following:
| · | Total assets under management (will the offshore investment management company be able to devote enough time and effort to your account?) |
| · | How long the offshore investment management company has been in business (how much background do they have? Are they an up-and-starting company with no real experience in the field?) |
| · | The offshore investment management company's historical profile (how has the company performed in the past?) |
| · | Approximate number of staff (how will your money be managed on a day-to-day basis? Will there be someone for you to contact?) |
| · | Primary language (will you be able to effectively communicate with them?) |
| · | The numbers of funds run by the company (how much similar experience does the company have?) |
| · | The performance of their funds when viewed compared to similar funds run by the competition (how do the company's assets translate into concrete financial results?). |
Approximately 75% of this information can be found within the pages of the fund's prospectus. Although most of it is not absolutely essential for an investment to be made, most offshore investment management companies will gladly provide it in order to encourage you to invest with them. So don't be shy - ask questions until you're comfortable; after all, it's your money, and you're entitled to know whose hands it's in.
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