Manager Due Diligence

Our manager due diligence process, outlined below, combines both quantitative and qualitative analysis that allows us to identify, evaluate and select managers that we believe will perform well going forward and add value to our client portfolios. For this work we utilize a combination our own proprietary database and industry contacts as well as multiple external databases and resources including, in some cases, forensic accountants and operational due diligence experts. The due diligence process may vary between investment strategies to better address certain risks specific to the asset class or strategy.

Due Diligence Process

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