Independent guidance on portfolio manager selection.
Boldt & Co. GmbH publishes independent information on the structure, evaluation, and oversight of portfolio manager mandates. We do not manage assets and do not sell financial products.
Information, not distribution.
This site describes how independent portfolio manager selection is structured, what criteria are commonly applied, and how oversight is maintained after a mandate is placed. Content is informational and does not constitute investment advice.
Manager Evaluation
Explains the criteria used to assess portfolio managers, including track record, risk framework, and organizational stability.
Independent Oversight
Describes ongoing monitoring practices separate from the interests of any single asset manager or product provider.
Mandate Structuring
Outlines how mandates are typically documented, including scope, reporting cadence, and review intervals.
Separating advice from product sale.
Portfolio manager selection is presented here as a distinct discipline from product distribution. Independence means the firm holds no distribution agreements and receives no placement fees from asset managers referenced in its materials.
- No commissions from asset managers or fund providers.
- No proprietary investment products.
- Criteria and methodology are published, not proprietary.
Common questions on manager selection.
What does "portfolio manager selection" mean?
It refers to the process of identifying, evaluating, and appointing an external asset manager to run a defined investment mandate on behalf of a private or institutional client.
Does Boldt & Co. manage client assets directly?
No. The firm does not hold custody of assets, does not execute trades, and does not act as a portfolio manager. It provides information on the selection process only.
Is any product or subscription sold through this site?
No. All content on this site is informational. No products, subscriptions, or paid services are offered or purchasable through this website.
What criteria are typically used to evaluate a manager?
Common criteria include long-term track record, consistency of investment process, risk management framework, fee transparency, and organizational stability. See Focus Areas for further detail.
How does independent selection differ from a bank's recommendation?
An independent process is not tied to a single institution's product shelf. Selection criteria are applied without reference to internal sales targets or distribution agreements.
How often is a mandate typically reviewed?
Review intervals vary, though quarterly performance review and an annual mandate reassessment are common structures described in the Focus Areas section.
Is this information relevant to institutional mandates as well?
Yes. The principles described apply to both private wealth structures and institutional mandates, though scale and governance requirements differ.
Where is Boldt & Co. GmbH based?
The firm is based at Neuer Wall 1, 20354 Hamburg, Germany. Contact details are listed on the Contact page.