We focus on generating performance from new, largely untapped sources, specializing in emerging and diverse managers. With our team’s depth of experience, our proprietary tools, and our leading market presence in the space, we:

• identify and track the best emerging and diverse talent
• provide clients with unique insight into the space
• construct and monitor innovative manager-of-managers solutions designed to extract alpha (see our Model Portfolio)

We have developed a unique set of tools to give clients an edge in their investment portfolios.

• Web-based access to information on emerging and diverse money managers, including automatic email alerts
• Complete suite of analytical tools:
  • Create complex queries against multiple criteria
  • Generate real time, customizable reports with multiple output options
• Comprehensive collaboration tools:
  • Facilitate user team sharing with notes, tags and customized rankings
  • Promote community with committees and a peer message board

DMI™ (Diversity in the Management of Investments) is a strategic advisory service for trustees, CIO's and decision makers that allows Institutional Investors to approach diversity in the management of investments in a methodical, results-driven manner. The advantages of DMI™ include:

• State of the market analysis and latest diversity best practices
• Establishment of methodology and metrics across all asset classes (including performance, risk and strategic impact)
• Review of internal and external infrastructure and processes