Manager Selection

The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s organization, investment philosophy and process, terms and conditions and historical performance.

The due diligence process conducted on third-party managers emphasizes a thorough evaluation of the firm’s:

  • Organization and people
  • Investment philosophy and process
  • Historical performance, both in terms of return and risk management
  • Terms and conditions

On-site visits are a necessary component of the evaluation process, helpful for assessing qualitative factors such as:

  • Passion and drive
  • Organizational resources
  • Firm culture
  • The quality of personnel

An appropriate alignment of interests is critical. We prefer management firms that are:

  • Independent
  • Employee-owned
  • Have a high degree of personal investment in their strategies

For highly “efficient” asset classes, Oxford may utilize certain index or factor-based solutions to complement traditional active managers.

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