|
With its deep understanding of the Institutional
Investment marketplace and the needs of
Institutional Investors, Mosaic can provide
assistance in a number of different ways:
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Manager identification, evaluation and
selection |
A particular emphasis on emerging and
alternative managers acting either in a
fund-of-funds or underlying capacity; |
|
Equity and fixed income broker identification
and evaluation |
Including development of processes to both
collect information to improve institutional
decision making and improve access and
communication with those brokers who could be
overlooked with a traditional RFI/RFP process. |
|
Institution-specific projects |
Such as assisting with candidate recruiting and
evaluation, development of internal business
plans, organizational assessments and the like. |
Manager Identification, Evaluation and Screening
There are three overriding hallmarks that distinguish Mosaic managers:
Applying a conservative process to each
investment |
|
Having the sophistication and perspective to
understand, and the investment knowledge,
service and performance expectations of
instiutional investors |
|
Having the capabiilties to deliver upon these
expectations |
Mosaic managers have the ability and knowledge to
generate superior returns but recognize that
preservation of capital is paramount for most
institutional investors.
Please review
The Mosaic Approach
to learn more about our manager review process,
investment strategies and
Special Services for
Institutional Investors.
Benefits of
Alternative Investments for Institutional Investors
summarizes the factors that should be considered
with these investments and the related manager
selection process. |
