Our Expertise

Investment Due Diligence

Moneta Group’s approach to selecting investments is different from traditional financial services companies. As a fiduciary for our clients, Moneta leverages our experienced in-house investment department to provide objective advice. By removing the potential conflicts of interest associated with commissions and other sources of indirect revenue, our clients can be confident we are motivated to act only in their best interests.

Our Process

Our experienced investment department is led by our Chief Investment Strategist, Director of Investment Research, Director of Fixed Income and Director of Alternative Investments. It follows a disciplined, objective process to select and provide ongoing due diligence of investment managers best suited to meet the criteria of client Investment Policy Statements. Our process includes both quantitative screening and qualitative evaluation that involves personal interviews and visits with potential investment managers.

Quantitative due diligence metrics explore management expenses, tenure, diversification, risk-adjusted returns and portfolio turnover. These are vitally important measures for reviewing any manager we do business with.

We conduct extensive qualitative due diligence, looking beyond the numbers, to get a feeling for a manager’s value, philosophy, performance and goals. We believe people and process drive performance. Because recent performance isn’t the best way to evaluate a manager, we look for consistent performance over multiple rolling timeframes and monitor factors that go beyond investment returns. These include organization ownership and structure, compensation, compliance and risk management at both a firm and portfolio level, buy and sell disciplines and access to the manager and ability to execute the stated strategy.

All investment recommendations are reviewed by our Investment Committee prior to final approval. The Committee is comprised of Moneta Principals, members of our Investment Department, and outside expert advisors (three CFA charter holders and one Ph.D.). With over $14.9 billion in assets under management, Moneta Group receives significant attention from current and prospective investment managers.