Fund Manager Selection and Monitoring

Members of our Investment Committee conduct dozens of meetings each year with current and potential managers both at our offices and on-site. Working in conjunction with the Callan group, our Investment Committee monitors our clients’ investments and performs due diligence on investment managers and mutual funds based on these key principles:

  • The 4 P’s: People, Philosophy, Process, Performance
  • No financial incentive to recommend or retain
  • Investment approach blends low-cost passive solutions with high value-added active managers
  • Tax-sensitive managers
  • Preference for managers with low portfolio turnover and who emphasize long-term rather than short-term capital gains
  • Strategies for handling concentrated, low-cost basis positions