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.