A New, Comprehensive Approach to Reviewing and Comparing Investment Managers
Manager Select is an extensive database for insurers providing in-depth detail on the investment process and performance of investment managers with insurance specialization.
We'd like to provide you with a Demo View of Manager Select. Shortly after you have submitted your request form, we will send you login credentials and/or access links. The Demo View will allow you to test the full functionality of Manager Select with sample investment manager data. If you have any questions please contact Eriver Eugenio at eeugenio@saai.com or 360-255-2500 ext. 102.
Features:
The Manager Select database offers a comprehensive overview for each manager's:
- Background Information
Ranging from general information (i.e. Contact Info, Key Professionals, Fixed Income Strategies) to in-depth corporate structure (i.e. Code of Ethics, Personnel Changes, Past Litigation, etc.)
- Assets Under Management
By Client Category & Strategy
- Historical Development of Insurance Asset Business
The firm's historical record, largest accounts by industry and clients gained/lost
- General Administrative Information
Detailing standard fee terms and schedules, provided services, accounting personnel and system, reporting capabilities, etc.
- Performance Interrogatories
Composite returns for fixed income mandates and performance attribution
- Investment Process, Risk Management & Client Services
Decision Making Process, Model Fixed-Income Portfolio, Portfolio Turnover, Recent Challenges, Competitive Advantages and other aspects of your firm's insurance specialization
Insurance companies are not only afforded the opportunity to review each manager, but Manager Select allows insurers to search for managers based on select criteria and independently compare managers among one another.
If you have any questions, please feel free to contact us.