Manager/ ETF Selection
At Gemmer, we know that the key to consistent performance is the scrupulous evaluation and selection of managers/ETFs for the asset classes we build into our portfolios. We will search the country to find high-quality institutional money managers, and select them only after a painstaking and thorough process that involves sifting through and analyzing thousands of strategies. Through a series of intricate investment criteria, we select approximately 200 managers that we follow on a daily basis.
From this group, we thoroughly evaluate each manager and determine whether it fits into our asset class and style diversification criteria. Importantly, we look at each firm’s record:
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Who makes the key decisions?
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How long have they been managing the fund?
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What is their investment philosophy?
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What is their management style?
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Can they move quickly if market and economic conditions warrant it?
And throughout this process, we have our clients’ concerns in mind. As a result, at the end of this rigorous process, we have a high level of confidence in the mutual funds/ETFs that are included in our diversified portfolios.