Investment Manager Evaluation

Investment manager evaluation requires balancing the “four P’s” and requires both quantitative and qualitative analysis.

People Philosophy Process Performance
  • ● Corporate Structure
  • ● Organization
  • ● Insurance Expertise
  • ● Tenure, Experience & Team Stability
  • ● Compensation
  • ● Succession
  • ● Client Service Structure
  • ● Key Investment Beliefs
  • ● How Managers Add Value
  • ● Bottom Up/Top Down
  • ● Competitive Advantage/Value Proposition
  • ● Understandable
  • ● Intuitive
  • ● Repeatable
  • ● Unique
  • ● Methodical
  • ● Risk Controlled
  • ● Adjusted for Risk
  • ● Adjusted for fees & Taxes if applicable
  • ● Consistency
  • ● Rankings vs. Peers
  • ● Consistent w Philosophy & Process
  • ● Attribution

SAA’s approach to manager evaluation, search and selection is multi-faceted. This process incorporates Investment Manager Reviews, including, where requested, investment manager search using SAA’s proprietary Manager Select database of managers with fixed income insurance specialization.

View Search & Selection Process >>