Describe two considerations for each type of component recommended to Grimmett for her manager selection process.

Grimmett asks the adviser if any other preparatory steps should be taken before choosing the best investment manager(s). The adviser produces a checklist related to manager selection in response to Grimmett’s question.

Donna Grimmett is working with a financial adviser to establish her investment goals for $850,000, which she recently earned as a bonus. She asks the adviser about how to best select a manager for her funds.
The adviser responds that both qualitative and quantitative components are involved in outlining a framework for identifying, evaluating, and ultimately selecting a manager.

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Manager Selection Components Describe two considerations for each type of component recommended to Grimmett for her manager selection process. Qualitative Quantitative