Evaluation Process
First Charter believes that successful investment management requires a focused, robust process and a competent, professional team backed by strong research.
First Charter has a structured approach to risk management, which is achieved by implementing a series of strategies and controls. In general, each prospective investment is evaluated to seek to ensure:
- optimum employment of each investment funds capital;
- that, the most efficient investment period of each fund's capital is achieved;
- consistency with the investment fund's investment criteria;
- investment risks are identified, quantified and a process is put in place to manage them; and potential conflicts of interest are identified and a process is put in place to manage them.
In evaluating prospective investments, First Charter would normally model a range of scenarios in order to test the likelihood of achieving the forecast return. This would involve sensitivity analysis, encompassing market based development parameters
