How Clients Choose & Evaluate Asset Managers

Investment and accounting professionals rely on asset managers for multiple levels of service, and have expectations beyond just strong performance. The interplay of transparency, reporting, and technology is a vital part of an investor’s decision process, and should be a vital part of an asset management firm’s strategy.

How Clients Choose & Evaluate Asset Managers is based on revealing industry data, compiled directly from investment decision-makers at corporations and insurance companies, on how they choose and evaluate asset managers. This white paper outlines key best practices that can help firms exceed investor expectations and set themselves above the crowd.