Brooks Macdonald awarded for commitment to transparency and integrity

Monday 17 April 2017

Brooks Macdonald have received the ‘ARC 3D Award’ in recognition for their commitment to transparency and due diligence.

Granted by Asset Risk Consultants (ARC), an independent investment consultant to private clients, charities, family offices, professional trustees and their advisers, the award is validation of an investment manager’s commitment to the principles of transparency, engagement and integrity.

Commenting on the award, Kevin Boscher, Chief Investment Officer, International, Brooks Macdonald, said: “The assessment undertaken by ARC in granting this award is recognised as being the most comprehensive programme of research undertaken in the investment management industry.

“In tandem with strong investment performance, a clear commitment to transparency and high standards of oversight and integrity are absolutely vital in modern investment management business. Against that backdrop, this ARC 3D Award is a real differentiator for us in the Channel Islands market.”

In being assessed for the award, Brooks Macdonald’s businesses in both Guernsey and Jersey had to successfully meet a number of strict criteria in relation to their approach to due diligence, their client investment performance, the quality of their people, and their investment philosophy and processes.