Take a deep dive into a 30-40 page detailed dossier with an asset manager’s firm information, narratives, characteristics, fee schedules, performance, investment philosophy, risk metrics, peer rankings, AUM trends, holdings, key contacts and more.
Three Ways to Monitor Your Managers
Quarterly Monitoring Report
Go beyond performance to track whether your managers are following their stated investment philosophy, if any of your managers are facing firm challenges or if any of your managers are experiencing increased scrutiny from other investors.
Executive Flag Report
Keep tabs on your existing roster of managers and better prepare for manager meetings, including key professional turnover, significant changes in consultant ratings, significant changes in AUM and changes in peer quartile rankings.
See your managers in context
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