Evaluation Associates undertakes special assignments from clients to resolve urgent challenges, address strategic needs, or investigate new investment opportunities.

Many clients have large internal staffs but rely on Evaluation Associates to perform due diligence reviews of managers with traditional as well as alternative investment mandates. Our extensive expertise in manager due diligence and review has also been used by large financial intermediary clients who seek an independent, third-party review of their underlying manager platforms.

Past assignments also have included custodian searches, development of education programs for staff and committees, and best-practices analyses for defined contribution benchmarking.