Investment Selection Process

We adhere to a disciplined investment selection, or due diligence, process that includes a thorough analysis of each manager that covers many important quantitative and qualitative factors.

  • The quantitative factors focus on performance and risk as measured against an appropriate benchmark and their peer group.
  • The qualitative factors focus on each manager’s investment process, philosophy, and their history with the funds they manage.

We also consider the reputation and stability of each firm as well as their disciplinary history with the SEC. Once selected, we monitor each manager on an ongoing basis to make sure their performance meets our expectations.