M | B | R

M | B | R^Tm Total Transparency for Fiduciaries

Fiduciaries experience unparalleled insight and active oversight of all management activities throughout their entire portfolio, or just a portion of it with ManageSource M|B|R.

No conflicts and total transparency; that’s ManageSource M|B|R.

 Monitor.

ManageSource monitors key aspects of your manager(s) activities, compliance and performance on monthly, quarterly and annual basis.  Results are consolidated by experienced professionals and presented to you and your fiduciary team by ManageSource personnel, utilizing your unique format and preferred metric analysis.

• Performance
• Investment Policy Compliance
• Transparency
• Recent Transactions

 Benchmark.

ManageSource benchmarks your managers, their investments and the overall efficacy of your plan programs.  ManageSource utilizes its own proprietary mix of domestic and international equity and debt securities to provide you with relevant, current, cutting edge benchmarking to ensure that you and your team have unparalleled visibility into relative micro and macro performance.

• US & Global Equities
• Peers Select
• Worldview Performance

Report.

ManageSource delivers detailed custom reports in person, tailored to your unique specifications and investment standards, on monthly, quarterly and annual basis.