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.
- 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
||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
|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.
- Personnel experience.
- Quality levels.