for managers

Stratford Advisory Group takes a proactive approach to identifying and evaluating investment managers. Our investment manager research teams strive to develop a comprehensive understanding of an investment firm's philosophy, process and professionals. To achieve this goal, we divide our research effort by asset class, and have designated a team of investment professionals to cover each asset class.

Alternative Equity	Hedge Fund
Core Equity	International Equity
Enhanced Indexing	Private Equity
Fixed Income	Real Estate
Growth Equity	Value Equity

There are a number of qualitative and quantitative factors Stratford Advisory Group considers during the evaluation process, including: investment philosophy/style, consistency of style, performance record, risk controls, fee structure, client growth, organizational characteristics/stability, and ownership/incentive.

The evaluation process encompasses data/information gathering, multiple meetings between our professionals and key decision makers and onsite due-diligence. Once Stratford Advisory Group develops a high degree of confidence in a product/firm, the product becomes Research Approved and will be eligible for consideration in future investment manager searches.

Stratford Advisory Group welcomes inquiries from investment firms. If you wish to introduce your firm to the appropriate asset class research team please contact us by phone at 312.798.3200.

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