Idea generation and investment selection are the result of the seasoned background in the financial markets of PPT partners and other investment specialists who are all involved in the investment process. They are also stimulated through constant networking with top investment experts such as analysts, strategists and fund managers.
Formally, with the aim of bringing together all investment professionals (partners, relationship managers, analysts) and having them express their market views, the investment process of PPT has been structured through an Investment Strategy committee focusing on tactical asset allocation on a monthly basis and a Portfolio Management committee meeting once a week to review model portfolios, specific clients’ and funds’ portfolios as well as to decide on the companies coming in or out of the European investment universe. Both committees/meetings are led by our CIO, Christopher Quast, in charge of the overall asset management activity.
The small size of the firm allows for continued adjustments outside the formal meetings, as required in specific market environments. Once decisions are taken and agreed on during the committees or special meetings, each relationship manager or dedicated investment team will implement them in the clients’ discretionary managed portfolios, according to the individual guidelines and understanding of each client’s specific situation or will discuss further these orientations with clients under advisory mandates.