Evaluating Investment Managers

In the course of evaluation we ask four key questions when choosing managers for your money:
  1. Does the manager have a clearly defined objective?

    A clear objective helps determine whether the manager is right for a specific investor. It also provides a benchmark against which to measure performance and helps ensure consistency of investment policies and practices within the manager's firm.

  2. Does the manager have a well-established investment discipline?

    We seek managers who adhere to well-established methodologies that have proven successful over time. These managers use unique methods that we feel have contributed to their past successes. We only seek those whose records demonstrate good skills rather than good luck.

  3. Does the manager have the potential and the resources to meet stated objectives over time?

    We review each manager's professed objectives and assess what value the management firm brings to you.

  4. What have been the manager's results?

    We look for managers with steady performance, year after year. Seeking managers whose performance is consistent with their goals and corresponds to market history. We don't expect that future performance will be positive each quarter or year - no manager can do that year in and year out - but we do expect money managers in the RJCS program to be consistent with their objectives and to outperform the indices more often than not.


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