ADVISORY

Asset Class Review Schedule

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.

2018

  • February
    • Small Cap Value Equity
    • EM Debt – Hard, Local, Blend
  • April
    • Small Cap Growth Equity
    • Target Date
  • May
    • Emerging Markets Equity
    • Credit – High Yield / Bank Loans
    • Commodities
  • June
    • Large Cap Value Equity
  • July
    • International Growth Large Cap Equity
    • REITs
  • August
    • Large Cap Growth US Equity
    • Core/Core Plus Fixed Income

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.