Manager Due Diligence

Concord’s research staff conducts personal meetings with managers each year. These are performed both at Concord’s facilities and at the managers’ offices. Concord does not maintain a “platform” of managers. Concord maintains a broad scope in monitoring management firms so our clients can access the managers that best fit their needs. Our extensive proprietary database details the performance and attributes of each manager, analyst comments, meeting notes and manager rating changes.