ManagerMatch: Search Insights

Search Insights provides unprecedented transparency into the decision-making process behind manager search and selection. You will have access to data and analysis on every ManagerMatch search, along with in-depth investor feedback on the manager universe.

Subscribers get access to:

  • Further investor background: read commentary on the client’s organization and how the mandate fits into the overall portfolio

  • Breakdown of the Search: access detailed qualitative and quantitative analysis and investor feedback on all shortlisted and winning managers

  • Peer group data: compare key features of all participating managers, indicating shortlisted/winning managers

    • Firm & Strategy: team size & experience, strategy AUM (rounded for anonymity), fees

    • Performance & Portfolio (Equities): excess returns, information ratio, portfolio concentration, holding periods, % in cash and off benchmark

    • Performance & Portfolio (Alternatives): annualized returns and volatility, Sharpe ratio, calendar year returns

  • Exclusive Evaluation by the Investor: obtain the investor’s appraisal of you and each of your competitors

  • Market Intelligence: stay abreast of client and product trends with the help of surveys of investors across the world

If you’d like to find out more or subscribe, please contact Randy Klein.