Evaluation Associates is widely known for its thorough and disciplined investment manager search and selection process. Each year our research staff conducts approximately 1,000 in-depth interviews with traditional and alternative asset managers, evaluating each across a broad range of quantitative and qualitative criteria. We get to the heart of what really drives each manager’s performance, the stability of the firm, the quality of its processes and people, and many other factors to find the right fit for our clients.

Applying this research, Evaluation Associates develops specific manager recommendations for further analysis and discussion with our clients. After we refine a short list of candidates, we schedule and participate in manager interviews with our clients and provide input to help guide the final decision-making process.