Our established investment process To deliver a solution that meets your clients’ investment goals, WealthSelect is built upon an established, successful investment process, dedicated to building long-term wealth. The portfolio management team integrate and draw on expertise from across Quilter at every stage of the investment process. This means you have access to the wealth of Quilter’s investment experience to deliver exceptional outcomes for your clients, all for a highly competitive cost. Portfolio rebalancing The portfolios are rebalanced every quarter to ensure they stay in line with their objectives, but the portfolio management team have discretion to rebalance the portfolios whenever necessary. Research and due diligence Expert research is undertaken by our dedicated team. All funds pass our proprietary screening criteria and our ongoing due diligence process ensures the funds behave and perform as expected. Asset allocation The WealthSelect portfolios use a disciplined, long-term asset allocation approach designed to maximise the potential return for an expected level of risk. ESG integration We’ve integrated ESG throughout our investment process to offer portfolios with specific objectives that provides you with the flexibility to adapt to your clients’ ESG preferences. Manager Selection The portfolio management team have the flexibility to invest with our WealthSelect Global Partners and across the whole of the market to unlock the best opportunities, meaning your clients benefit from a highly-tailored solution. Risk management The investment risk team monitor the portfolios against their risk limits and regularly review the validity of the risk models using market data and analysis. Governance and oversight To ensure high standards of governance, WealthSelect and our WealthSelect Global Partners are overseen by both the Quilter Investment Platform Limited Board and Investment Oversight Council. 6 WealthSelect Managed Portfolio Service Our investment process For full details on our investment process please see our due diligence guide.