Due Diligence

SOURCING MANAGERS

Attending Conferences

Networking with existing Fund Managers and other Family Offices, Institutions, and Endowments

Connecting with Prime Brokers

Produces Large Universe of Managers

INVESTMENT ANALYSIS

Comparing:
• Annualized
Returns
• Length of Track
Record
• Standard
Deviation
• Size of Fund
• Team
Composition

Narrows the Universe to 10-20 per theme

INITIAL DUE DILIGENCE

Review of:
• Liquidity
• Fees
• Trading turnover
• Portfolio construction
• Risk management
• Team tenure and expertise
• Performance attribution

FULL DUE DILIGENCE

Onsite visit with manager and supporting team

Review of legal documents and due diligence materials

Reference checks

Full investment memo completed and presented to the Investment Committee

INVESTMENT DECISION & EXECUTION

Investment Committee Discussion

Asset Allocation Consideration

Sizing and Timing of Investment

ONGOING OVERSIGHT

Monthly Performance Review

Quarterly review of manager via call or letter

Quarterly Benchmarking

Annual On-sites

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