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Due Diligence Procedures
Competitive investment menu for participant investment
Universe of Investments
Quantitative:
Performance, expense,
risk, MPT statistics
Qualitative:
Management
team, investment process,
parent company,
alignment with investors
Investigate:
Investment
manager
interviews,
further
discussion &
analysis
The CBIZ due diligence process combines
quantitative and qualitative analysis that
drives successful investment manager
selection and monitoring
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