Manager Search and Due Diligence Engagements

Institutions often look to offload the responsibility of finding appropriate funds for their platform to third parties like Mesirow Financial's Investment Strategies team. As independent experts in asset allocation and fund selection, our team can work with investment platforms to:

• Review investment option line-ups using our proprietary PrecisionAlpha® fund selection process to determine which funds to select within an asset allocation program and which funds don't meet our guidelines for inclusion.
• Provide an investment option gap analysis. Building on our PrecisionAlpha® analysis of our clients' current funds, we determine which of our clients' asset classes need to add funds to ensure adequate exposure.

• Review the entire fund universe and develop a "best of breed" list of funds in each asset class requested by our clients.

• Conduct quantitative and qualitative due diligence on fund line-ups, and provide reports on the funds which include:
  • Quarterly Report with market commentary
  • Performance Summary
  • Fund Fact Sheets
  • The Mesirow Financial POLICE Report (PDF)
  • Quarterly conference calls once the report is delivered to address any questions