Manager Search Tools:

The eVestment database is the industry’s most in-depth data source.  It is populated with information on over 9,000 investment products spanning the full range of asset classes and investment styles.  The Morningstar database has over 25,000 mutual fund managers across all styles and asset categories.  The data comes from the investment management firms reporting to the databases. 

Performance Reporting Tools:

As a member of the Wilshire cooperative, we are granted access to Wilshire Associates’ large, comprehensive databases and systems.  Wilshire provides an advanced performance measurement and attribution reporting system to participating firms while Cooperative members provide asset and performance data for their sponsor clients.  These are then pooled into peer groups for comparative purposes.  These industry-leading tools serve as our platform for our customized performance reporting, analytics and universe comparisons.  Utilizing the strength of the Wilshire systems, we are able to accurately compute client performance across investment managers and asset classes.  This is the premier service of its type in the financial industry, with:

§         Total fund and portfolio-level performance universes,

§         Sophisticated attribution analysis,

§         Holdings-based style and characteristic analysis, and

§         Electronic transfers with many master trust and custodial banks.