As part of our continuing goal of enhancing our manager evaluation
efforts, we have designed this web system to schedule meetings with
investment managers. In order for us to determine the suitability
of a meeting at the current time, please complete the following
questions. We will contact you if we would like to set up a visit.
We appreciate your interest in meeting with Hewitt Investment Group.
Thank you very much.
| 1. |
What is the inception date of your firm? |
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| 2. |
What are the firms total assets? |
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| 3. |
What product would you like to discuss? |
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| 4. |
What year was this product started? |
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| 5. |
What region would you prefer to visit? |
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| 6. |
Requested date and time of meeting: |
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| 7. |
Proposed attendees, their responsibilities, and tenure with firm: |
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| 8. |
Do you have any pending meetings scheduled with Hewitt Investment Group regarding this product?
(If so, please provide time and date.)
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| 9. |
What was the date of your most recent meeting with us regarding this product? |
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| 10. |
Which location did you visit? |
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| 11. |
Have there been any significant changes in the product since the most recent meeting?
(If so, please describe them.)
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| 12. |
Please attach the historical performance of this product. |
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| 13. |
What are the current product assets ($MM)? |
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| 14. |
What are the current tax-exempt product assets ($MM)? |
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| 15. |
Do you have any of Hewitt Investment Groups clients currently invested in this product? |
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Yes
No
Dont Know
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| 16. |
Purpose of meeting: |
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| 17. |
Why should we schedule this meeting at this time? |
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Hewitt Investment Group has selected eVestment Alliance as its future investment manager
data provider. For more information about how to fill out their questionnaire, please go to
www.evestmentalliance.com.
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| 18. |
Does your firm currently complete the eVestment Alliance questionnaire? |
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Yes
No
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| 19. |
Please add any miscellaneous comments. |
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