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FIS Group’s performance measurement database is comprised
of over 7,000 investment manager products. The performance
database is differentiated by style and risk characteristics
so that we can create peer groups for evaluation of your
funds and managers. Our performance system’s use of
custodian-supplied holdings, pricing and accrued income
for each portfolio allows independent calculation of the
rates of return for each manager, asset class segments and
the fund as a whole, as well as for more precise performance
attribution and analysis. Since important information about
an investment management firm may not always be captured
by “the numbers”, FIS Group’s analysts
maintain regular contact with client managers to assess
any qualitative issues that could impact the quality of
their investment management services.
FIS Group produces customized research papers for its clients
on topical and cutting edge topics in the investment field.
Members of the firm’s management team frequently speak
on various investment topics at educational conferences.
Edward M. Swan, Jr., CFA was formerly a faculty member at
a major business school and was on the Advisory Board of
the National Association of Public Employees Retirement
Systems (NCPERS) Trustee Education Development Seminars
for nearly 10 years. Prior to joining FIS Group, Diallo
Johnson, the firm’s Director of Manager Research was
a professor of investment management at a major business
school and a consultant to several conventional and hedge
fund managers on risk management.
Successful manager selection must:
1) be conflict-free; 2) be able to continually access investment
manager talent; 3) have the systems and analytic tools to
able to efficiently and effectively process information
to identify talent; and 4) systematically identify the fundamental
competitive advantage and inherent risks of a manager’s
investment process, infrastructure and their current and
anticipated organizational structure. FIS Group’s
Code of Ethics provides for conflict-free manager recommendations.
Our internal and external databases provide access to data
on over 2,200 firms and 6,000 investment management products.
Finally, our selection process is designed to identify firms
that exhibit a superior investment process and organizational
structure that would be expected to generate long-term alpha.
One of the most important decisions facing plan sponsors
is to adopt an investment strategy that achieves their funding
objectives and appropriately balances performance and risk
expectations. FIS Group’s asset allocation, fund projection
and simulation models allow plan sponsor decision-makers
to evaluate the economic asset liability trade-offs and
impact of alternative investment policies on the achievement
of key policy objectives over a 20-year projection horizon
and with various year-by-year scenarios.
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