Investment management structure
Structure speaks volumes in investment success. We assist our clients in assessing relevant manager structure considerations, at an asset class and/or total fund level, in a manner that is consistent with communicated risk/return objectives. We look at many factors, including:
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Active versus passive considerations by asset class
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Style and manager diversification within each asset class and from a total fund perspective
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Merits of direct emerging markets and small cap allocations (versus discrete allocations within broader equity mandates)
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Effectiveness of global equity versus separate regional equity mandates
In addition, we often include a preliminary assessment of the current structure, including bottom-up portfolio analysis on existing style tilts by manager and for the overall portfolio.
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