Fund Manager Selection & Evaluation
Our fund manager selection process helps us identify leading managers to employ in our clients’ portfolios.
HCCM’s Manager Selection and Evaluation is performed quarterly, ensuring timely data and up-to-date candidates. We filter the Investment Universe of over 10,000 Mutual Funds and ETF’s based upon many criteria including:
Peer Group Ranking
- Sharpe Ratio
- Standard Deviation
This results in approximately 8-10 Candidate Securities, with 2-3 Preferred Managers, in each Asset Class. Portfolio Construction and Maintenance work in concert with these results to give Clients the best possible Portfolios. We continue monitoring to assess performance, risk and style adherence throughout the quarter, at which point the process begins again.