RESEARCH PROCESS
FACTORS THAT INFORM OUR MANAGER SELECTION PROCESS

Risk is a predominant consideration and is one of the foundations of our manager selection process. Once we identify a prospective investment manager, we study and track them over an extended period of time. The following are factors considered in manager selection.

We typically look for funds with a proven track record of at least three years and an AUM of $100m for hedge funds, and a minimum of 5 years and an AUM of over $500m for fund of funds. We identify funds primarily through our strong, long-standing global industry network, and generally screen over 500 funds every year.

Once we identify a prospective investment manager, we study and track them over an extended period of time. The following are factors considered in manager selection.

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