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.

- 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
