We at StateTrust are your own Investment Management Consultants. We help individual clients as well as larger institutions select money managers with the appropriate:
- Investment philosophy.
- Organization.
- Performance Appraisal.
Along with this service, we are also here to guide you in determining investing parameters and performance objectives and to advice you in an ongoing basis.
| Money Manager Selection: Due Diligence Process | |
|---|---|
| Performance numbers | Time weighted, listed quarterly, combination of real portfolios, 3rd -party verification, inclusive of net/ gross fees |
| Performance relative to risk | Standard deviation: return variation vs. median return Alpha: Calculates a manager´s return above the market´s return Beta: Calculates the correlation of the managers' portfolio with the market index/benchmark. Sharpe ratio: assesses return against a benchmark. |
| Performance among peers | Independent evaluations, performance over time |
| Performance in rising/falling markets | Strategies and overall performance analysis |
At StateTrust we utilize the assistance of a number of external money managers when dealing with certain kinds of portfolios. We view these skilled financial experts as full partners—dedicated to helping you achieve your goals.
| Outside Services Might Include |
|---|
| Creating client profiles |
| Measuring a client´s risk tolerance |
| Administering/billing accounts |
| Trading and accounting portfolio |
| Researching money managers (complete with due diligence) |
| Seeking and selecting mutual funds |
Whenever we look at teaming up with an outside professional, we explore every facet of their operation:
- Performance against benchmarks.
- Performance against peers.
- Rolling period performance.
- Size.
- Personnel experience.
- Quality levels.
- Products.