Describe how you measure, track or otherwise demonstrate your value on manager selection, appointment, and monitoring services.
While our firm utilizes numerous databases to track and screen managers, the lists and performance rankings generated provide only a starting point. We go beyond the superficial computerized “search” and monitoring process with a methodology that identifies the best managers to meet our clients’ objectives. In doing so, we emphasize:
• Face-to-face meetings and site inspection visits
• In-depth analysis of actual portfolio holdings
• Evaluation of manager impact
• Unbiased assessment of capabilities