IME PMS Scheme Rating & Selection Criteria
At IME Capital, we have undertaken the most rigorous analysis of PMS Schemes, undertaken by any wealth management firm in the industry.
Our PMS scheme selection methodology is driven by the fund-selection best-practices followed by top international institutional investor’s and wealth managers. This is based on the extensive experience our founder, Ashi Anand, has in dealing with these entities in his 18+ years of fund management experience managing alternative strategies including PMS & Quasi-PE Funds.
Our analysis has been driven by someone with extensive insider knowledge, of the factors that go into managing a top-quality PMS scheme.
As part of our analysis, we have analysed 173 PMS schemes, across a wide range of parameters that are critical aspects of any high-quality PMS Scheme.
PMS Scheme Rating Criteria
As part of our Scheme-rating methodology, we have analysed these 173 PMS schemes, on the following criteria:
-
The value of the strategy: Our analysis on the value of the strategy's investment philosophy, it's relevance for long-term wealth creation and the level of differentiation it offers relative to other funds
-
Strategy adherence: There are many PMS houses that claim to follow a particular strategy, but in reality there is a strong level of style drift. A strategy is only valuable when it is followed rigorously
-
Scheme Age: The length of time that the scheme has been operational. This is important to understand longer-term risk-adjusted returns, performance across different market cycles and strategy adherence.
-
FM & Investment Team Quality: And the relevance of their experience in managing similar strategies.
-
AMC Quality: Driven by our rigorous assessment of PMS AMC's on 5 key factors - including AMC Pedigree, Size, Team Pedigree, Investment Philosophy and Differentiation.
Driven by the principle of being absolutely transparent with our investor's, our ratings across each of these factors along with an explanation is made Publicly available on our website.
Extremely Selective in our Ratings
At IME Capital, we are extremely selective in the PMS Schemes that we recommend for investments. The vast majority of PMS schemes's do not meet our rigorous selection criteria, which is why we have so few top-rated PMS schemes' in our list.
The rigour & exclusivity of our selection & rating criteria can be seen from the following data
