What differentiates us is not the data we report,
but the care and thought that go into our monitoring
and analysis. Our approach to monitoring is
straightforward and comprehensive. We focus
on whether the account has met the client’s
performance requirements, complies with its
policies and guidelines; how it has performed
compared to alternatives, and whether its returns
are in line with the risks taken.
The factors we analyze include,
but are not limited to, the value added through
market timing, security selection, sector weighting,
style and tax efficiency. We also look at account
risk characteristics, style consistency, and whether
the account is delivering the diversification expected.
Our reputation in this area is reflected in the fact that Alan Biller is regularly
called to testify as an expert in federal court on these and related matters.
