Framework: Manager Search Process

Content
7 modules
Instructor
CODE

Description

In this course you will learn what a search is and the different ways searches are conducted, the differences between manager databases, the process of due diligence, both qualitative and quantitative aspects, and the importance of an institutional triad between asset owners, investment managers, and consultants. After this course you will have a better understanding as to what an actual search process looks like and how the ultimate client decision is being made.

Subjects include: the importance of a structured manager search process, comparison of public (stocks, bonds) vs. private market (alternatives) searches, quantitative vs. qualitative factors, peer group rankings analysis, risk and performance metrics, and style analysis. 

1.
Introduction to the Manager Search Process
{{ vm.helper.t('reports.module') }}
2.
The Importance of a Structured Search Process
{{ vm.helper.t('reports.module') }}
3.
Key Search Considerations
{{ vm.helper.t('reports.module') }}
4.
Callan's Tailored Approach and Special Considerations
{{ vm.helper.t('reports.module') }}
5.
Diving into the Search Process: Qualitative vs. Quantitative Data
{{ vm.helper.t('reports.module') }}
6.
Conclusion and Key Takeaways
{{ vm.helper.t('reports.module') }}
7.
Knowledge Check: Manager Search Process
{{ vm.helper.t('courses.exam') }}

Shopping Cart

Your cart is empty