Our Methods

We help clients

• assess their tolerance for investment risk;
• develop investment guidelines and asset allocation strategies within acceptable risk constraints;

We then

• research and recommend investments to implement approved strategies;
• implement strategies and provide ongoing supervision, including monitoring and rebalancing of investment allocations;
• evaluate and report on the strategies and the performance of the managers

Finally,

We develop an investment plan after a thorough consultation with the client. Recommendations that result from these discussions consider:

• Investment Objectives
• Risk Tolerance
• Tax Implications
• Investment Experience
• Time Horizon
• Income Needs
• Liquidity Needs

Fund Manager Selection & Evaluation

We retain over 70 fund and investment managers, while closely tracking 70 to 100 candidates, covering between 9 to 12 investment markets. Each quarter, we update our “Preferred Managers” list, which usually includes 35 to 50 finalists.

We use the following criteria in selecting and retaining fund managers:

• Investment Style Consistency
• Organizational Stability
• Strategic Fit
• Manager Tenure
• Assets Managed
• Fees & Expenses
• Risk Profile
• Performance Properties:
  
  

  Peer relative	Risk Adjusted	Expense adjusted
  Market relative	Sharpe Ratio	Alpha
  Standard Deviation	R-squared	Beta