Evaluation Associates continuously monitors and evaluates the performance of our clients’ investment managers to ensure they fulfill their expressed mandates and remain appropriate for their investment programs. As part of this process, we also identify and measure the value added by individual managers based on a detailed performance analysis and comparisons to peer managers in the same asset class and style.

We also keep close watch over how our clients’ investment structures meet their investment goals. We carefully monitor rebalancing needs, depending on the performance of individual investments in any given year. Maintaining a diligent rebalancing policy is necessary to manage fund structure and control unintended risk.