Bidart & Ross quantitatively monitors all aspects of the portfolio. We calculate performance on the composite portfolio as well as each of the underlying investment managers or mutual funds. We analyze such factors as absolute and relative returns, cost basis, adherence to fund guidelines and objectives, portfolio characteristics, and value added on a risk-adjusted basis.
Our significant experience in working with sophisticated institutional clients has given us several methods for delivering highly technical information that will enhance the client's perspective. Every report we produce is tailored to the client’s individual needs and is presented at a level of detail they find most useful.
Although it is our obligation to scrutinize the work of our clients' managers, we recognize the importance of working with each manager to advance our clients’ best interests. Moreover, while we believe in frequent due diligence, we guard against excessive short-term orientation to performance measurement. High manager turnover can exact a heavy premium on investment returns.