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