CBIS hires institutional investment management firms to sub-advise our portfolios. Our actively managed products are typically multi-manager funds, combining two or more sub-advisers in order to achieve our investment objective.

Manager Identification and Selection
  • Proven investment process
  • Defined core competency
  • Value add over a full market cycle
  • Preference for majority-owned firms
  • Assess CRI impact
  • Diversification of manager core competencies (multi-manager funds)
  • Improved risk-adjusted returns
  • Manage active share
  • Systematic evaluation process
  • Quantitative and qualitative assessment
  • Analyze any disconnect between expectations and reality

Manager Selection Process

Manager Identification and Selection