Implement: Investment Manager Evaluation & Search
SAA’s approach to manager evaluation, search and selection for insurance companies and government risk pools is multi-faceted. This process incorporates Investment Manager data via Manager Select, a proprietary database of managers with fixed-income insurance specialization.
1. Initial List
SAA develops an a initial list of investment managers to consider utilizing the Manager Select database and Informa's Zephyr platform.
2. Questionnaire
A customized, "client specific" supplemental questionnaire is created and distributed to the initial list candidates.
3. Evaluation
SAA evaluates the initial list of managers using propriety and 3rd party tools, as well as questionnaire submissions.
Investment manager evaluation requires balancing the “four P’s” and requires both quantitative and qualitative analysis.
| People | Philosophy | Process | Performance |
|---|---|---|---|
|
|
|
|
4. Recommendations
SAA develops a summary presentations of each manager's responses, including a recommendation for finalists.
5. Interview & Selection
Chosen finalists will be interviewed. After a manager has been selected, final contract and fee negotiations will take place.
Implement: Investment Manager Evaluation & Search
SAA’s approach to manager evaluation, search and selection for insurance companies and government risk pools is multi-faceted. This process incorporates Investment Manager data via Manager Select, a proprietary database of managers with fixed-income insurance specialization.
1. Initial List
SAA develops an a initial list of investment managers to consider utilizing the Manager Select database and Informa's Zephyr platform.
2. Questionnaire
A customized, "client specific" supplemental questionnaire is created and distributed to the initial list candidates.
3. Evaluation
SAA evaluates the initial list of managers using propriety and 3rd party tools, as well as questionnaire submissions.
Investment manager evaluation requires balancing the “four P’s” and requires both quantitative and qualitative analysis.
| People |
|---|
|
| Philosophy |
|---|
|
| Process |
|---|
|
| Performance |
|---|
|
4. Recommendations
SAA develops a summary presentations of each manager's responses, including a recommendation for finalists.
5. Interview & Selection
Chosen finalists will be interviewed. After a manager has been selected, final contract and fee negotiations will take place.