Investment manager

Manager search identifies investment managers, hedge fund and mutual fund managers who have investment results consistent with the return and risk characteristics identified in the clients’ individual investment policy statements.

The objective of the manager search service is to identify managers who consistently achieve superior investment results with less relative risk over the long term. While past performance is not an absolute guarantee of future performance, we believe that there is a greater likelihood that a manager who has achieved outstanding performance with less relative risk on a consistent basis will continue to perform as well in the future.

Investment tracking

Investment tracking service results in an investment strategy developed with you to meet your investment goals. Working with you to define and understand your organization’s needs, these service providers will develop investment guidelines consistent with your goals and risk tolerance.

The services includes:
* Fund Description and Statement of Responsibilities
* Investment Objectives and Goals: Risk & Return
* Investment Guidelines: Asset Allocation, Constraints
* Investment Performance Review and Evaluation
* Communications

Tracking investments

Tracking investments