Manager Selection and Performance Monitoring

We can guide you through the manager selection process, from creating the short list of managers to their appointment, setting investment guidelines and transferring assets. This not only includes the pure operational and financial elements but can also include managers' approach to incorporating environmental, social and governance considerations into their investment processes.

Once an investment policy and strategy is in place it is important to monitor not only the performance of the manager separately, but also the overall investment results and the progress of for instance the overall asset class decisions against their objectives.

We help you focus on the areas of most significance, monitoring performance against the asset class, funding level and manager selection. This information can enable you to see what decisions have worked and why.