Manager Due Diligence

Our research staff conducts over 400 personal meetings with managers each year. These are performed both at Concord’s facilities and at the managers’ offices. To facilitate an open environment, in which Concord’s clients can access those management firms that best fit their needs, Concord maintains a broad scope in monitoring management firms. Our extensive proprietary database details the performance and attributes of each manager, analyst comments, meeting notes and manager rating changes.