Pillars of Our Firm
Research & Portfolio Management
Settlements & Compliance
Client Service & Communications
We constantly build and refine on our three foundational components for success:
– A Disciplined and Repeatable Investment Process
– Seamless trading execution and settlements enhanced with a rigorous compliance program
– Transparent client service and communication
Research
Our investment universe is filtered through our proprietary screening model and our extensive relationships before traditional financial statement analysis and channel checks are done to determine a company’s valuation relative to its peers.
Portfolio Construction
Our portfolio sizes are focused and are constructed with an index-agnostic philosophy. Constant analysis of trading volumes is part of a disciplined process to ensure that we retain flexibility to consistently capture the best ideas.
Settlements
Our operations team is highly experienced in delivering seamless trade settlements. We have invested significantly in automation to streamline processes and reduce manual intervention.
Compliance
Consilium has implemented a robust, institutional-quality compliance program that was designed and is monitored internally, and is reviewed on an ongoing basis by external consultants.
ESG
Consilium is a signatory to the UN Principles for Responsible Investment and is an active member of the Emerging Market Investor Alliance. We embed Environmental, Social and Governance factor analysis into our research process believing that it influences investment outcomes over the long-term.
Business Continuity
Business continuity is an integral part of Consilium’s DNA. Our people are our priority. We have a cloud-based IT infrastructure that allows our team to work from remote and safe environments across all phases of our business.