Manager Meetings Request Form
Contact Information
Name
*
First
Last
Email
*
Phone Number
*
Format: (000) 000-0000.
Firm Name
*
Enter 1 to 100 characters.
Firm Website
*
Select an asset class
*
Please Select
US Equity
International and Global Equity
Fixed Income
Real Assets
Alternatives
Private Real Estate
Other
AUM – Firm
*
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AUM – Product
*
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Inception - Firm
*
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Inception - Product
*
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Investment Vehicles Available, Minimum Investment and Fees for Each
*
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Portfolio Manager Tenure (Years with Firm, Industry)
*
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Is strategy listed in eVestment?
*
Yes
No
Strategy Name
*
Investment Philosophy
*
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0/100
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Next
Strategy Name
*
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Preferred Benchmark
*
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Strategy Performance (Net of Fees) - Enter n/a if unavailable
Strategy 1 Year Return (%)
*
Strategy 3 Year Return (%)
*
Strategy 5 Year Return (%)
*
Strategy 10 Year Return (%)
*
Benchmark 1 Year Return (%)
*
Benchmark 3 Year Return (%)
*
Benchmark 5 Year Return (%)
*
Benchmark 10 Year Return (%)
*
GIPS compliant
*
Yes
No
Presentation
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Additional Comments/Preferred Location (Pittsburgh, Washington DC) and Preferred Meeting Date:
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