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2. Manager Search & Selection
We search the world to find investment managers who meet our clients' requirements. Our databases track more than 5,000 investment managers worldwide. We apply a thorough, due diligence process in our manager searches, then continually monitor and re-evaluate the selected managers, looking not only at their performance results and investment style, but also at qualitative features such as material changes to investment disciplines, staff, firm strength and ownership.
3. Implementation
With the benefit of our advice, our clients make the final money manager selections. We take care of all administrative details by delivering the portfolio to the managers and monitoring the implementation of the client's strategy. We provide detailed written instructions to each money manager, delegating responsibility for their portion of the overall investment plan. These instructions help to minimize costs, and ensure that a proper legal contract is in place with each manager.
4. Monitoring
We provide quarterly reports, measuring portfolio performance against appropriate benchmarks to ensure that the client’s plan stays on track. We provide a detailed report on the portfolio as a whole as well on each manager engaged. We independently quantify return and risk against customized benchmarks and combine the results of all the managers into one composite quarterly report that clearly portrays the return and risk characteristics of the entire portfolio. This information tool complements our on-going professional advice to clients.
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