1100 Connecticut Avenue, NW Suite 300
Washington, D.C. 20036
202-833-3700

 

Manager Research

Lynx works with a diverse group of separate account managers, mutual funds, ETFs and pooled-funds (both active and passive) that we recommend and monitor within various asset classes. At the same time, Lynx’s research and consulting teams continuously seek out new money managers to enhance the choices available to our clients.

Investment manager selection is based on careful, independent research and approval by Lynx’s Investment Committee, with the reassurance of ongoing due diligence. Investment manager research relies on both quantitative and qualitative analysis, but ultimately on independent judgment. Some criteria on which we evaluate managers include:

  • Clearly stated investment philosophy and disciplined, repeatable process
  • Entrepreneurial and collegial culture
  • Focus on performance, not asset gathering
  • Appreciation and respect for their fiduciary duty
  • Disciplined risk management and robust internal controls
  • Alignment of interests
  • Transparency and communication