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Rigorous Due Diligence

Portfolios receive the benefits of our access to a robust solution set

No single firm delivers the best insights or manages every top investment option. That’s why RCL offers clients a truly open architecture platform that emphasizes expert manager selection and ongoing due diligence to deliver a high-quality, robust
solution set.

We select and monitor managers through an exacting process.

Identify select external managers using a combination of internal insights and proprietary research from strategic alliances.

Further refine selections using tools accessed through strategic alliances with leading financial institutions (i.e., asset allocation models, capital market forecasts, manager research analyses).

Ensure quality and progress toward client goals through oversight and performance monitoring.

 

Act swiftly and decisively regarding key triggers for manager replacement (i.e., termination of key employees, change of portfolio fundamentals, significant organizational change).

RCL clients have confidence in our manager selection process — and access to a robust solution set ranging from mutual funds to alternative investments.