We partner with our clients to implement their portfolio design and structure with high-conviction and stable investment managers given their specific risk and return objectives. Investment managers are evaluated both qualitatively and quantitatively with the goal of providing the best possible investment performance with as much consistency and predictability as markets allow.

Qualitative factors include manager type, organizational history, depth, experience, stability of investment personnel, investment process and style.

Most of our clients’ investment managers are independent employee-owned firms, often with employees of the firm with a significant investment in the portfolio that they manage on behalf of our clients.

Quantitative analysis of investment managers include performance, volatility, correlation, assets under management and investment style. Analysis is performed with comparisons to specific asset class indices and with groups of other investment managers with similar style. These comparisons are performed using multiple time periods to identify consistency of returns and to avoid performance bias.