Investment Managers

We meet with over 3000 investment managers and service providers every year, either at our office in the frozen tundra that is the Twin Cities, or in the managers' offices around the globe (invariably somewhere infinitely more exotic). Our research team is divided into five areas: Global Equity, Global Fixed Income, Alternative Assets, Direct Hedge Funds, and Defined Contribution Services. Each area is led by a veteran at the firm who is experienced at evaluating managers and has evaluated hundreds if not thousands of managers.

When we meet investment managers initially, we are most interested in hearing about your processes and what gives you a competitive advantage. Subsequent meetings focus on changes at your firm or in your process, outlook, deviations from process, and performance and strategy review. Returns are important to us for what they can tell us about your performance, but our meetings tend to focus on more qualitative assessments of a management firm than on a slicing and dicing of performance.