Research is One of the Main Pillars of Our Business

Lockwood employs their experience, analytic technology and a committee-based decision-making process.

Looking Behind the Numbers to Find Value

Lockwood works with the BNY Mellon Manager Research Group1 to conduct initial due diligence and ongoing monitoring of each manager.* We evaluate the managers on multiple factors to help ensure they are aligned with our offerings and the goals of financial professionals and their investors.

Factors integration
Careful integration of
factors equals insight
Organization icon
Organization
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Personnel icon
Personnel
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Investment Philosophy icon
Investment
Philosophy
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Investment Process icon
Investment
Process
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Implementation icon
Implementation
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Performance icon
Performance
  • Organization: What is the ownership structure? Is it set up for long-term success?
  • Personnel: What’s the experience level of the investment team? How long have they been working together?
  • Investment Philosophy: Can they articulate what it is they are trying to achieve?
  • Investment Process: Does it appear repeatable and sustainable? Do they have necessary resources and practices in place?
  • Implementation: Can they execute on their process? Are proper diversification and risk-mitigation practices followed?
  • Performance: Does it align with their philosophy? How do they fare in various market cycles? Do they have the potential to provide strong risk-adjusted returns relative to like-minded peers?

1 Lockwood receives certain research services from the BNY Mellon Manager Research Group in manager research, due diligence and ongoing monitoring.

* This service relates to the managers and investment vehicles under Lockwood's research coverage process.

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