Annual Asset Class Review Schedule

Annual Asset Class Review Schedule

The Verus research team conducts desk research and initiates meetings/conference calls 1-2 months prior to the time frames listed below.


  • July
    • Domestic Large Cap Value
    • International Growth
    • REITs
    • Alt Beta (HF)
  • August
    • Core/Core Plus Fixed Income
    • Multi-Strategy/Structured Credit (HF)
  • September
    • TIPs
    • Diversified Fund of Funds (HF)
  • October
    • Domestic Large Cap Growth
    • International Value
    • Event Driven Distressed/Restructuring (HF)
  • November
    • Target Date
    • Risk Parity
    • Long-Short Equity (HF)
  • December
    • Domestic Core Equity
    • International Core Equity
    • Multi-Strategy Diversified (HF)

This is a general schedule, subject to change, used as an internal planning tool, being provided as general guidance for more effective coordination of dialog with asset managers and is not necessarily inclusive of all markets or all strategies reviewed.

This schedule does not include research done by the Verus Private Markets team which conducts its research as determined by the characteristics of that asset class.