Manager Select: Comparing Managers

Manager Select: FAQ
Comparing Managers

- How to Run a Comparison / Evaluate Performance Between Firms

- Can I Change the Period Length When Comparing "Performance Stats?"

- How are "# of Clients" Calculated?

- How are "Assets Under Management" Calculated?


How to Run a Comparison Between Firms

1. To run a comparison between managers, check the box found on the bottom of each "Manager Description" section for the managers you would like to include in the analysis.

Up to five managers can be included in a comparison analysis.

2. Then, click the "Run Comparison" button on the top right-hand corner to generate the analysis.

3. The generated analysis will compare both descriptive info. (i.e. investment process, # of clients, ancillary services, etc.) and performance for both Core and Intermediate Composites (if available)

Please Note:Not Available” indicates the corresponding question in the manager’s questionnaire has not been populated. The presence of “NA” in all fields for a given composite indicates no composite data was readily available for the specified strategy.


Can I Change the Period Length When Comparing "Performance Stats?"Calculated?

By default, the database will compare manager performance across a 5-year period. To compare performance across 3-Year or 10-Year periods, include a corresponding performance search criteria prior to generating the comparison analysis.


How are "# of Clients" Calculated?

The “# of Clients Comparison” chart uses the sum of the following accounts to calculate the number of unaffiliated insurance clients:

Unaffiliated Fixed Income AUM General Insurance

Separate Insurance

Insurance Company Variable

Governmental Insurance Risk Pool Accounts


How are "Assets Under Management" Calculated?

The “# of Clients Comparison” chart uses the sum of the following accounts to calculate the number of unaffiliated insurance clients:

All Affiliated Fixed Income Assets Under Management

Unaffiliated Fixed Income Assets Under Management

Governmental Insurance Risk Pool Assets Under Management


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