Qualitative and quantitative manager assessment with documented methodology. Shortlisting, recommendation and ongoing monitoring your committee can rely on.
A documented assessment process your committee owns. Built around your criteria, not a third-party rating scale.
Every manager is evaluated on the same basis. Qualitative and quantitative, documented and repeatable.
A written recommendation with clear rationale, not a rating you're expected to accept without question.
Clear thresholds for when a manager needs formal review, rather than relying on periodic check-ins.
We run the assessment process on your behalf, but the criteria, the shortlist and the final decision belong to your committee. Our job is to make that decision well-informed and well-documented.
Manager assessment framework and criteria
Qualitative and quantitative evaluation
Shortlisting and documented recommendation
Investment committee presentation materials
Ongoing manager monitoring framework
Review triggers and escalation criteria
This service suits firms that are selecting managers without a formal process, relying solely on research house ratings, or looking to strengthen their documentation for compliance purposes.
If you are currently…
Repeatable, documented and built for committee scrutiny.
We work with your committee to define the assessment criteria, mandate requirements and any constraints before starting the search.
We evaluate managers against the agreed criteria, produce a documented shortlist and present recommendations to your committee.
We establish the monitoring framework with defined metrics, review triggers and escalation criteria. Reporting is delivered on your review schedule.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
No. We don’t publish ratings or maintain a rated product universe. We run bespoke manager assessment processes for individual clients, tailored to their criteria and documented for their committee.
Yes. Many firms use research house ratings as one input alongside an independent assessment process. We can incorporate external research into the evaluation framework.
Where Akambo products are considered, the relationship is disclosed and the recommendation follows the same documented assessment process as any other manager. This is covered in our conflicts framework.
It depends on the scope. A single mandate assessment might take four to six weeks. A full APL review with multiple asset classes takes longer. Timelines are agreed before work begins.”