Brockhouse Cooper's investment manager search process has been developed over more than thirty years in the investment business. It reflects the accumulated experience of our consulting division working with a wide variety of plan sponsors in three continents starting in the late 1960s. It is characterized by impartiality, complete transparency, thoroughness and detailed and accurate assessments of the leading investment management firms of the world.

Database
Our consulting team in Montreal maintains a free (investment managers do not pay to be included) proprietary database consisting of:

• 800 managers
• 37 investment mandates
• 3195 products
• 15 measures of performance - return, risk and risk-adjusted return

Methodology
Our methodology emphasizes what underlies the performance and risk of investment firms - their character, culture, ownership, leadership, continuity, philosophy, process, and personnel - in addition to raw performance data. We believe that, where possible, performance should be evaluated over at least two business cycles.

Process
Our process, in any one of 37 mandates, can take clients through as many as three filtering stages before a finalist list is established. Throughout the process the client (the plan sponsor) and the Brockhouse Cooper consulting team are interacting to define and refine the client's concerns and criteria:

• Client-Driven
• Educational
• Accessible
• Transparent
• Flexible
• Complete