Utilizing Best in Class Managers is Critical

Our manager selection process is a disciplined approach to identifying managers who have demonstrated the ability to generate attractive and competitive investment results over time, and have the process and people in place to deliver similar results in the future. Our Advisory Research Center members are an experienced team of investment analysts responsible for managing a platform of solutions (both traditional and alternative investments) to support our clients. Their responsibilities include strategic and tactical asset allocation, manager search and selection, model portfolio construction and ongoing monitoring of all approved strategies.