Manager Search & Selection

Quantitative and qualitative screening techniques are employed to arrive at a short list of candidates. More importantly, knowledge of the client’s objectives and circumstances as well as knowledge of the universe of viable investments available for consideration goes hand in hand. The thoroughness of our due diligence process focuses on understanding how an investment manager will perform in difference market environments. The integrity and effectiveness of our approach can identify key risks and drive desired outcomes. Our guidance will create a path to make clear and prudent decisions.

Our difference is demonstrated in how we:

• Maintain a large, credentialed, and experienced research team that utilizes a proprietary due diligence process to evaluate managers

• Routinely conduct hundreds of investment manager interviews each year

• Maintain quarterly contact with all managers utilized by clients

• Include a formal RFI and conduct investment manager interviews before final analysis is provided

• Pay strong attention to risk assessment and controls

• Employ attribution analysis to identify and analyze the source of portfolio returns