Beginning / Customizing Your Search: Generate an Initial List of Managers

Manager Select: FAQ
Beginning / Customizing Your Search

- Generate an Initial List of Managers

- View All Managers

- Filter List / Adding Search Criteria

- Include Specific Firms

- Reset Search

Generate an Initial List of Managers

1. To begin a search within Manager Select, enter the desired fixed income portfolio size ($millions) in the field found at the bottom of the introductory page.

2. After entering the desired portfolio size, a list of managers with an "average client portfolio size" nearest to the number entered will be generated. Manager Select will also calculate a standard fee based on the provided portfolio size.

3. From here, you can begin selecting the "Search Criteria" listed on the left to begin customizing your own list of managers.

Back Manager Select: FAQ

For any questions or assistance, please contact Eriver Eugenio at or 360-255-2500 ext. 102.