WS Partners · Geneva

Independent fund due diligence, selection and monitoring

Bring us the funds you are considering. We compare the evidence, document the selection rationale and monitor what changes. OpenList shows our published selection and the scope of available research.

Fund decisions with evidence

Independent judgment for fund decisions.

 

WS Partners is a fund research and advisory firm in Geneva. We examine investment and operational evidence, document selection rationale and monitor agreed fund universes. Our OpenList is a separate published selection.

How we serve you

For wealth managers

We assess the funds in your decision, explain the evidence and open questions, and maintain your agreed selection over time. A comparison, committee note or client explanation is scoped to the work actually examined. Your team retains the investment decision.

For asset managers

Managers can request a scoped assessment of a fund. We agree the questions and evidence required, then document findings, open points and limitations.

What we deliver

Market intelligence

Screen relevant fund universes against an investor need, with sources and data dates recorded.

Due diligence

Investment and operational evidence examined against a defined question, with findings, limits and unresolved points recorded.

Advisory

Fund comparisons, selection records and monitoring updates that your team can use in its own decision process.

Who we are

Leadership

A partnership of senior professionals with decades of experience across institutional asset management, fund selection, and financial technology.

Our network

We bring fund-selection experience to the review of source documents, fund data and manager responses. Findings and open questions are documented.

Get OpenList by email — fund selections and research updates for professional investors.

Read nextOpenList editionsFund NewsFund research

Talk to us

Wealth managers: ask about fund research, selection and monitoring. Asset managers: ask how funds are assessed for the OpenList.

info@wspartners.ch · +41 22 316 16 80 · Contact form