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Manager Selection
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LCG's manager search process begins with a clear understanding of our clients' requirements, preferences, and existing portfolio. Once we have reviewed that, we initiate quantitative screenings of our proprietary database by asset class. Subsequent screens focus on results over various economic time periods (i.e. up markets, down markets, complete cycles, etc.). Following our quantitative screenings, a list is compiled and fundamental qualitative work begins.
Once the preliminary list of candidates is screened based on qualitative analysis and judgment, a list of semi-finalist candidates is prepared. From that list, we typically select three or four managers to interview with our client. LCG prepares a comprehensive report to summarize, compare, and contrast each candidate. This report is sent ahead of the meeting date. We also schedule and prepare the managers thoroughly so they use their time effectively. We attend and facilitate the meeting, as well as help the client reach a final decision. If additional data are required, we follow up with the manager and report back to our client. Once final decisions are made, we assist in negotiating fees and transitioning assets.