We build a candidate universe from independent sources and manager materials, then apply quantitative filters that reflect your policy and constraints. Screens consider persistence, risk-adjusted results, capacity, fees, and mandate fit, producing a shortlist for investment manager selection.
Once selected, managers are onboarded with defined benchmarks, ranges, funding plans, trading settings, and reporting preferences. Deliverables include a setup checklist and selection documentation to ensure transparency and internal alignment.
Oversight continues after hire. We provide periodic performance and risk reviews, event-driven assessments for changes in team or process, and a documented exceptions path with rationale and next steps. Watchlist criteria and review cadence are established during onboarding.
Advisors gain transparency and structure throughout the manager selection and monitoring process. Deliverables are designed to support both internal governance and client-facing clarity.
We cover SMA managers, mutual funds, ETFs, and (where policy permits), private fund managers in areas such as private equity or private credit. Coverage depends on your policy, client constraints, and platform capabilities.
We analyze what’s driving performance, not just headline returns. This includes reviewing factor exposures, peer-relative positioning, and consistency across different market environments. We look for evidence of repeatable decision-making, not just favorable conditions. Findings are summarized to support due diligence and allocation decisions.
We utilize a combination of compliance and controls, trading and execution, valuation and pricing, business continuity, information security, and key vendors. Exceptions are documented with mitigants and follow-up actions.
We use a structured evaluation framework to assess and compare managers across consistent criteria. This helps clarify the rationale for each decision and supports documentation for compliance and internal governance. Meeting records note final outcomes, responsibilities, and any implementation considerations.
Monitoring cadence is set during onboarding. We provide periodic reviews and event-driven assessments when triggers occur, such as leadership changes or process deviations.