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Firm reputation, assets under management, AIMR
compliance, and the tenure and reputation of the
investment professionals are considered.
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A proprietary scoring model is employed to analyze
numerous statistical measures over different time
periods. In addition, returns-based style and performance
analysis is used to screen portfolios for style
and capitalization behavior, and for correlation
(R2) to a selected benchmark.
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FundQuest's specific areas of concentration include:
the history and backgrounds of the firm and its
key investment personnel, firm asset breakdown,
investment process, client service capabilities,
and future business plans.
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An analyst team may make on-site visits to firms.
Specific areas addressed include further clarification
to questions in step 3, investment and support operations,
systems, and additional resources
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All due diligence is completed and documented,
and final recommendations are developed. The recommendations
are presented to the Investment Policy Committee,
which reviews the results.
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The process includes monitoring performance of
portfolios, and keeping current on activities within
the investment firm that may affect performance.
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