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The Decision to Allocate
Understanding the Firm
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What is the manager's core competency and competitive advantage?
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What is the firm's culture?
Active managers have a high bar for entry and their inclusion needs to be justified.
Evaluation is equal parts quantitative and intuitive.
Ultimately the decision to allocate to a strategy is based on forming a highly confident, evidence-based opinion that the manager will meet its objectives for portfolio inclusion.
The optimal use of data in the investment and manager selection process is end-to-end.
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We use technology to distill and disaggregate complex and extremely large data sets from multiple sources in order to separate signals from noise.
Leading with Data Science
Best-in-Class
We take a global, "best-in-class" approach to manager research seeking differentiated strategies for meaningful portfolio impact.
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