Your Trusted Partner in Institutional Investment
WS Partners helps professional clients assess funds through investment and operational research.
We aim to be a working partner to the institutions we serve: a research desk whose conclusions are documented, dated and open to challenge.
Our purpose is to make fund decisions easier to examine and explain. We work on client fund universes, maintain selection rationale and publish OpenList research under a separate selection policy.
We support our customers to achieve better decision-making through professional advice, sound risk management, and quality investment solutions.
Our customers
Serving both sides of the institutional market
For wealth managers
For wealth managers and other professional clients, we examine funds against an agreed decision, record the evidence and open questions, and revisit the selection as facts change. Clients keep responsibility for suitability and implementation.
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.
How we work
Evidence before opinion
We review funds against a stated question, using source documents, fund data and manager responses. The record names the share class examined, the evidence date, the scope of the work and the points that remain open.
Investment and operational evidence are examined separately and brought together for the agreed decision. A marketing description or a single performance figure cannot stand in for either review.
The universe is agreed with the client, never assumed: UCITS funds, other collective schemes and, where the mandate asks, the strategies around them, for professional clients in Switzerland.
Independent advice
Merit decides the research conclusion
Research conclusions are reached on merit. Commercial relationships are kept apart from selection, as set out in our methodology and our conflicts of interest policy.
Our research records the evidence examined, the scope of the assessment and the questions that remain open. See our methodology for the research process.
The managers we assess are asked for documents and answers, not for agreement with our view. What remains unanswered is recorded as open, never filled in.
Every piece of work records what was examined, what was concluded and what remains open, so that a client can review it and a committee can rely on it.
What you receive
Deliverables scoped to the work actually done
A comparison, a selection memo, a monitoring note or a committee summary, each dated, each stating its scope and its evidence. The analysis follows your stated need, objectives and constraints; nothing is a generic programme.
Due diligence, portfolio construction and monitoring, risk analysis and talking points are delivered in a form your team can use in its own decision process. Your team keeps the investment decision.