Page 390 - DCAC Feb 2026 Files
P. 390
category
Each of the 8 criteria are evaluated on an individual basis and subjective based on Innovest’s assessment. Below are examples of the many factors under each
People Asset Base Current Size of Team Growth of AUM StructureofTeam Capacity Constraints Experience ofTeam Soft Closed Turnover of Key Members Re-opening of Products Growth of Team with Assets Performance Philosophy/Process Style Group and Benchmark vs Term Short Investment Mandate Style Group and Benchmark vs. Term Long Consistency – Relative/Absolute/Risk Adjusted
Key type of employment contracts are in place to keep key decision makers. of the team or is it someone new from outside the group or organization. if an investment team whose process heavily included onsite visits ceased to do so. Industry Benchmark ‐ Middle/Golden Line Peer Group of Funds Using Similar Investment Strategies ‐ Last/White Line
Fund Analysis Overview we consider when making an assessment. Organization Employee Pct. Owned by Boutique vs. Institutional Recent Changes in Ownership Culture Demonstrated commitment to culture Employee focus and engagement Client centric focus Community and charity importance to the organization 1)ORGANIZATION ‐ what 3)PEOPLE ‐ 4)PHILOSOPHY/PROCESS ‐ 6)ASSET BASE ‐ 7)PERFORMANCE ‐ for 8)
