The steps in investment manager selection are:

• Define the style of manager sought and dollar allocation

• Use a source database that is completely unbiased to screen managers

• Edit the initial list of managers by applying  additional constraints

• Review managers to screen for semi-finalists using the following quantitative and qualitative screens:

  • Good ownership situation

  • Longevity of the investment personnel

  • Consistent investment philosophy and style

  • Track record and peer group rankings

  • Disciplined Research Process

  • Strong sell decision

  • Excellent communication and reporting skills

• Selection of managers for interviews

• After interview select manager for hire

• Negotiation of fees and contract review

• Create investment policy guidelines for the manager

Manager Search Databases

• 1,200 Institutional Investment Managers with over 5,000 investment products

• 13,000 Mutual Funds