We are an industry leader in investment manager evaluations, meeting with over 1,000 investment managers each year.

Our process for manager evaluation and selection incorporates both quantitative and qualitative evaluation. Quantitative evaluation of past performance and other factors is an important first step in manager evaluation. However, past success does not ensure future success.

To judge the likelihood of a manager achieving success in the future, we evaluate numerous qualitative characteristics, such as quality and depth of staff, business plans, incentives for superior performance, etc. We rely heavily on face-to-face contact and first hand knowledge. Before any manager is recommended to clients, at least two consultants must have provided a favorable evaluation within the last 12 months based on meetings with the manager.

Manager Monitor™
Manager Monitor is a unique database developed by Hewitt Investment Group to store proprietary information on over 2,500 investment firms. Our consultants use Manager Monitor to assign ratings and enter their findings from hundreds of face-to-face meetings with money managers each year. To evaluate investment firms, we conduct an objective analysis of each firm’s organizational structure, people, investment process, and performance results. <Back to Top>