 | |  | |  | |  | |  |
Recommendations provided
without conflicts of interest
(no fee sharing or proprietary
products) | | Yes | | No | | No | | Maybe |
Provide access to multiple
managers and styles | | Yes | | Maybe | | Maybe | | Maybe |
Screen for managers with
outstanding track records | | Yes | | Maybe | | No | | Maybe |
Screen for managers for tax
efficiency | | Yes | | Maybe | | No | | Maybe |
Provide objective, consolidated
performance reporting | | Yes | | Maybe | | Maybe | | Maybe |
Replace under-performing
managers | | Yes | | Maybe | | No | | Maybe |
Negotiate reduced manager
minimums & fees | | Yes | | Maybe | | No | | Maybe |
Negotiate preferential custody
and trading arrangements | | Yes | | No | | Maybe | | No |