Manager Selection & Evaluation

  • Our Marketable Securities Team utilizes a three-phase process to properly examine investment opportunities.

Manager Selection Process

  • Our selection process seeks to evaluate the five key areas of an investment management organization: organization, team, philosophy, process and risk management, and performance and fees.
  • All managers are reviewed by the Marketable Securities Investment Committee prior to being considered for client portfolios.

 

 

 

 

 
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