Manager research

 

The choice of investment manager is an important task for trustees. When selecting an investment manager, trustees should expect to appoint a professional organisation that provides a high quality service, including reporting and administrative support.

Resource

We devote a significant resource to researching and identifying investment managers that can generate the performance that our clients expect. Our manager research database and tools help us monitor a constantly evolving universe of investment managers. Our research process includes consideration of managers' approach to incorporating environmental, social and governance considerations into their investment processes.

Guidance

We guide trustees through the manager selection process, from creating the short list of managers to their appointment, setting of investment guidelines and transferring assets. Alternatively, we can streamline the process by proposing a single manager for each role, for the trustees' consideration and approval.

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