We utilize an institutional approach which incorporates a state of the art due diligence process that evaluates and scores quantitative data for each investment manager combined with a thorough qualitative analysis. Due to our breadth and depth, we are able to directly engage with investment management teams to better evaluate investment philosophy, methodology, stock selection criteria, team structure, organizational stewardship and manager compensation structure.
We customize the Investment Policy Statement (IPS) for each client, which establishes the guidelines for investment manager selection, monitoring, watch list, removal and replacement. Our performance monitoring and reporting are seamlessly integrated with our IPS, streamlining the review process and ensuring procedural prudence. We deliver quarterly investment reviews to our clients that include a detailed benchmarking of all plan investment options.