Manager Search

Our clients receive conflict-free advice based on solid research, leading edge analytics and decision making tools.

• Assist in identifying the type of manager needed and in establishing initial screening criteria
• Determine and apply core due diligence screen to investment manager candidates:
  • History
  • Stability
  • Composition
  • Cost
  • Risk
  • Performance
  • Qualitative Factors

• Designate candidates and solicit proposals
• Prepare written report and executive summary
• Arrange and participate in candidate interviews
• Assist in selection of manager(s) and make a recommendation
• Assist in installation of new manager(s)