Data Collection – quantitative and qualitative
Sifting of managers based on quantitative information such as volatility, correlations, AUM, performance
Manager meetings to assess investment process, personnel, organizational stability
Manager Search Committee
The Manager Search Committee oversee process to ensure appropriate manager selection
Formal written document is prepared detailing overall evaluation
Recommended Manager & Monitoring
Managers are approved and available for investment. Once Implemented, the systematic monitoring process begins.
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