Decision Frameworks & Synergism in Investment Manager Selection

This study explores the decision-making frameworks used by investment consultants and due diligence analysts to evaluate investment strategies and award mandates. Grounded in qualitative research, it investigates the subjective factors influencing recommendations and highlights seven general factors contributing to the decision-making process. The research seeks to optimize frameworks to enhance value for clients and better understand the industry segment influencing over $26 trillion in assets.