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New Manager Research Process
Convergent’s research team continually seeks to identify new managers who offer quality service and investment management. Often those managers may not appear in databases that can be “screened” to find products that meet certain characteristics. Style boxes don't say much about a manager's ability to outperform. The process of identifying and sourcing managers is, as a result, a time-intensive task that involves our analysts’ attention and the involvement of consultants, clients, and existing managers in connecting us with more and greater investment opportunities.
Evaluating and approving managers is structured in a three-phase due diligence process, which includes insight, research, study, and deliberation by a team of experienced investment professionals.
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