Figuring out the exact specifics & key metric points of the level system has shown to be quite a stumbling block. How do you define all of the necessary parameters and determine which of the parameters are representative of an effective asset manager?

Even if the task does not seem that complicated at first glance, it ended up being a conundrum. But… What if we have missed the point? What if instead of trying to determine the exact necessary statistics for a level, we re-approached the situation and started with the question; do we need a levelling system in the first place? The answer was of course, yes! We need them to award the best performing managers, allowing them to attract more funds from investors.

The simpler, the better

All of the previous level solutions that we came up with were both too complicated and put simply, overthought. The level system needs to be simple, transparent, objective and impartial.

So this is what we have come to. The system is very simple, but approachable and challenging at the same time. The system’s based on a few basic rules so we’ll walk you through all of them in just a sec.

First things first: all of the investment programs of a manager that have not passed KYC are stuck on the first level and can’t level up unless the manager passes the KYC procedure. Once the verification process is completed, the investment programs of a manager receive a second level.

Further levels are given according to the algorithm. Here is a quick rundown of the mechanics used.

Basic rules of levelling up