Investment Manager Evaluation & Selection
For each asset class we advise clients on how to evaluate and select individual discretionary asset managers.
We evaluate managers based on their role within an overall portfolio by focusing on:
• Investment Style
• Active or Index Managers
• Comparative Risk-adjusted Performance Data
• Size of Total Assets Under Management
• Costs / Management Fees
We use a number of global data bases to analyze traditional as well as hedge fund managers and can arrange for any client to meet with portfolio managers before committing to any investment.