Methodology

To select asset management firms we feel comfortable in recommending for your needs, REACT performs statistical analysis, based on criteria such as breadth of strategy, length of track record, returns, and lack of red flags in the firm’s performance.

As a result, REACT was able to narrow a list of 1400 firms down to 16 candidates. From there, in-person meetings and formal due diligence has allowed us to provide a short list of best-performing firms over a broad range of criteria.

After selection, we continue our due diligence with regular meetings, monthly peer analysis, and review of performance and holdings.