ISSA

Investments

Investment success through comprehensive and unbiased support.

Enhanced Process

All-Encompassing Due Diligence The fund selection process is vital in delivering an exceptional investment platform. We recognize the lack of predictive value a system built solely on historical performance delivers. Over thousands of funds are researched and we seek those with specific profiles, each adhering to a different investment style. We also aim to use institutional share class pricing when possible to provide you the best investments at the lowest price. The process includes both quantitative and qualitative analysis to identify suitable managers for our platform–we do not rely on scoring systems or absolutes. Our dedicated investment staff utilizes our disciplined evaluation process to form an opinion on each manager and recommends approval or removal to the investment committee.

Our due diligence emphasizes six key elements we believe are essential to understanding the attractiveness and quality of each new and existing manager strategy:

Performance

Performance

Strategy

Strategy

Operations

FUND SELECTION

Risk

Operations

Firm Review

Portfolio Assessment

Risk

Portfolio Assessment

Firm Review

Click here for a copy of the Due Diligence Report.