Our Research

Our manager research professionals conduct more than 1,200 manager meetings annually both on-site and in our office. Each research professional is an asset class specialist that has responsibility for broad market coverage and performing due diligence on investment managers in their asset class. We have an open-door policy as it relates to manager meetings and charge no fees to managers to either be included in the databases we utilize or in a search. We conduct extensive qualitative and quantitative research for traditional and alternative asset classes, including private equity, hedge funds, and real estate.

The due diligence that our research group conducts serves as the foundation for the recommendations we make to clients. All recommendations are customized to the specific needs of the client.

Our capital markets research professionals generate and maintain assumptions for return, risk, and correlations of asset classes. Our capital markets research is conducted by partners who are former practicing actuaries.