Institutional experience. Independent judgment
WS Partners is an employee-owned fund research and advisory firm based in Geneva. Our work combines investment and operational analysis for professional clients.
Our work helps professional clients compare, select and monitor funds. Managers can request an assessment with agreed questions, evidence requirements and deliverables.
Leadership
Over 50 years of combined experience in global asset management and institutional advisory.
Our network
A foundation of data and trust
Our research combines source documents, fund data and analyst judgment. We record the fund and share class examined, the evidence date, the scope of the work and unresolved questions.
- Operational review: Examine documented controls, service providers and relevant risks within the agreed scope. Record where evidence remains incomplete.
- ESG Integrity: We partner with RIBI (Responsible Investment Brand Index) to audit the consistency between a manager’s corporate culture and their responsible investment claims.
- Documented conclusions: Research records explain the findings, limitations and follow-up questions relevant to the fund decision.
How we work
Research
Evidence and open questions
Selection
Documented rationale
Monitoring
Review of material changes