03 — Analyze the universe
SIF Selection Framework
11-slide proprietary 8-pointer scoring rubric — manager pedigree, strategy clarity, AMC commitment, risk framework, track record, fees, liquidity, transparency. Tier cutoffs (Tier 1 / Tier 2 / Watch) and three worked examples (Altiva, Arudha, Dyna AAA). Generic PDF here; partners can generate a co-branded version from the partner dashboard.
Available now
Download SIF Selection Framework
Add your sender details and we’ll place them in a polished footer strip across the PDF. If you want the Friday Brief and the rest of the toolkit too, grab the full bundle.