I'm interested in speaking with an Investment Manager Research Team Member
I'm interested in learning more as a Prospective Client
Add value to your portfolio with manager researchOur formal manager review process screens candidates through quantitative and qualitative analysis.
Gather insights face-to-faceThe research teams conduct multiple meetings with the managers, on-site and at our office. From these meetings, our consultants determine key characteristics of each investment manager. They focus on:
Our aim is to find the manager that best fits you and your goals.A multi-faceted approach and perspectiveWe have broadly divided teams to conduct manager research in traditional and alternative research groups. This separation allows for dynamic approaches to unique qualities of each investment manager segment.
Learn more about our manager research approach and primary segments.