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Changing investment managers can be challenging; sponsors must balance the
risk of sticking with an underperformer against the risk of switching to
something worse. Fortunately you are not required to predict future
performance, only to follow a prudent decision-making process considering all
available information. We provide both the process and required data for
sound decisions.
Key Benefits
 | Efficient decision process that makes the best use of senior managers'
time |
| Better quality decisions through technical expertise and experience |
| Unbiased consideration of all possibilities, including incumbent managers |
| Thorough documentation |
Typical Services
- Single-Class Manager Search
- An analysis of candidates yielding a specific recommendation and several
viable alternatives; includes structured sessions with your decision-making
committee and opportunities for input throughout the process:
| Policy input |
| Screening & ranking criteria |
| RFP's |
| Manager presentations |
Multi-Class Manager Search
Specific recommendations for multiple investment managers, optimizing
the selection process to account for constraints imposed by a bundled
service provider.
Service Provider Search
Management of the RFP process to select a recordkeeper, custodian,
trustee, employee education or advice provider, or bundled service provider.
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