Alwi Chan

EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently.

Functions as a unit investment trust

Functions as a College/University

Functions as a College/University

Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data.

EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results.