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Manager Research & Selection
Selecting a new investment manager is often the high profile end point of a strategic asset allocation review. It is essential to establish investment mandates which reflect the trustees’ investment objectives and their preferred style of investment management. This encompasses both investment performance and risk.
To identify appropriate managers, we draw upon our extensive database of investment manager information. Our in house research is supplemented by comprehensive third party research and information.
A comprehensive manager review would report on the following criteria:
- Reputation, experience and existing business volume for the brief
- Consideration of whether there is a clear, coherent and persuasive house strategy
- Good historical performance record for the relevant team
- Appropriate internal performance targets and risk control measures
- Availability of resources and experienced personnel
- High quality administration and reporting
- Reliable custody arrangements
- Reasonable, transparent and flexible charging structure