G.P.P relies on Quality Funds platform for the selection, appointment and monitoring of external managers and funds. As we will explain, this platform is compound for a group of analysts (the team is composed by around 30 analysts) divided in several subgroups depending on the asset type and the stage of the selection process. Thus, there is one group in charge of the development of the Due Diligence of the Asset Manager. Once the Due Diligence has been passed, the group of analysts carry out the study of a concrete Fund, which will have to pass another due diligence at a fund level. If selected, it will be incorporated to a Catalogue with an internal rating based on an internal methodology which combines quantitative and qualitative aspects.
Whenever any of these funds are incorporated in any of our portfolios, a monthly report is elaborated and sent by the analysts to the portfolio manager.
Additionally, as we will explain in the following questions, during 2015 we developed a procedure to assure that all the funds included in our portfolios, are consistent with our SRI policy in terms of exclusions and proxy voting.