Broker Check

Investment Management

Objective: Manager searches are conducted across all the major asset classes both domestically and internationally, as well as across all market cap segments and styles. The screening process has been engineered to identify investment managers that perform at consistently high levels. Performance and risk management drive the due diligence process by which other variables are utilized to screen the universe.

Process: Certain search characteristics have been identified as Key Variables and managers are assessed based on their comparative status to other members in their universe as well as benchmark evaluation. Several time horizons are examined to ensure consistency and to evaluate manager skill in different market environments.

Outcome: Individual managers in all the major asset classes are selected because of their ability to consistently outperform their peer groups and the benchmarks they are compared against. Regardless of asset class, investment managers must articulate a sound investment process and an ability to pick good stocks over time.

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