We set no special requirements for investment managers to be included in our database. To be included in our search universe, investment managers need only ensure that the eVestment database is updated and complete.
We evaluate investment managers for our clients using separate criteria for each asset class, but in all cases place a priority on the following evaluation criteria, in no particular order:
- Strength and depth of organization and investment team
- Investment philosophy and process
- Consistency of team, process, and returns
- Risk mitigation
- Articulated rationale for the strategy to consistently outperform
- Alpha, not merely outperformance
Please note that we do not accept meals, gifts, or gratuities, or any other compensation from investment managers.
Our research process emphasizes meetings with investment decisionmakers. To request a meeting, please simply e-mail [email protected]. In your e-mail, please indicate the specific product(s) you would like to discuss, and who specifically will attend the meeting. We review meeting requests at least once per week and will get back to you.
Merely adding our email addresses to your Mailchimp list is unlikely to improve our opinion of your investment offering.
If you have not been to our office, please visit Directions to Sellwood Consulting. Our dress code is business casual, except for underperformers of benchmarks, in which case it is black-tie formal. There is a Starbucks located one block south of our office, if you would like to get a drink or catch up on work between meetings.
After scheduling a meeting, if you could please send a copy of your presentation materials in PDF format in advance of the meeting, it will help us make the best use of our time together.