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.

universe of managers
level 1 research screen		Consistently Solid Long Term Performers Low Volatility Tenured Management Promising Startups Compare Against Benchmarks & Indexes Reasonable Expense Ratios
200 managers on gemmer watchlist
level 2 research screen		Well Articulated Research Process Purchase / Selling Discipline Management team Depth Passion for Investing Personal Assets Invested in the Fund
40 managers oN gemmer short list
final selection screen		Continue Daily Tracking Interview Management Team Quarterly Meet with Lead Manager Regularly
10-20 managers used in the various portfolios

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:

• Who makes the key decisions?

• How long have they been managing the fund?

• What is their investment philosophy?

• What is their management style?

• 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.