Page 12 - DCAC November 2023 Files

Following a Prudent Due Diligence Process

Monitor and Supervise

• Investment manager due diligence is an ongoing process.

• Manager Score Card.

• Quantitative analysis:

– Performance reporting.

• Peers, benchmarks, risk-adjusted.

– Fees & expenses compared to peers.

– Assets, manager tenure, etc.

• Qualitative assessment of manager.

• Share class reviews.

© 2023 Innovest Portfolio Solutions, LLC 5