The selection of a professional money manager can be a time consuming and bewildering task.  It requires a well-defined set of investment objectives, access to a broad base of money manager data and the expertise to match a particular set of investment objectives with a suitable money manager.  Finding the right money manager is critical to realizing investment goals.  A poor selection can mean a decline in investment performance or an increase in risk.  It can also result in the discomfort and expense of having to undergo another  change in managers all to soon.

IPEX provides both Manager searches and Manager evaluations.  In the case of a Manager Search, IPEX identifies and selects the money manager candidates.  In the case of a Manager Evaluation, IPEX evaluates the money manager candidates.  The two services are distinct, as in some cases the money manager candidates are designated by the client.   The designated money managers may be firms that are currently managing assets for the client or firms that have been referred to the client by some other source.

In preparing for either a Manager Search or Manager Evaluation, IPEX will try and gather as much information as possible from the client.  A client's investment objectives, asset allocation, risk tolerance, and most importantly, other money managers, are all factors that IPEX takes into account in analyzing prospective managers.  IPEX tries to ensure that a client has properly address all of these issues before seeking out a new manager.  Quite often these threshold issues will have a larger impact on a account's performance than the selection of the actual money manager.

When IPEX performs a Manager search or Manager Evaluation, IPEX helps clients to fulfill their fiduciary responsibilities by ensuring that they receive comprehensive, accurate and objective information, form an independent firm, on all aspects of the managers that they are considering.

As IPEX is unaffiliated with any money management organization, clients can be assured that IPEX will be completely objective and unbiased in providing both Manager Searches and Manager Evaluations.  In addition, as IPEX does not provide managers with the name of the organization requesting the evaluation, both the search and the evaluation would be prepared on a purely confidential basis, further enhancing their objectivity.