Searches, Manager and Vendor

Continuous proactive research ensures that Highland is in contact with the best investment managers in the marketplace.  Ongoing interviews are essential to obtain a complete picture of managers and their current capabilities.  This qualitative information is a vitally important factor in assessing managers' prospects for future success in meeting client objectives and guidelines. 

Highland’s dedicated research group conducts in-depth, regular reviews of every investment manager used by our clients.  In addition, this group is responsible for researching all other best-in-class investment managers that may be available to our clients.  Our goal is to assist each of our clients in engaging top investment management talent at the lowest possible expense.

Periodically, clients need to review or select an alternative investment manager, recordkeeper, actuary, trustee/custodian, auditor or other similar vendors.  Highland has established thorough processes to assist clients with these evaluation and selection needs.  The cost of investment products and services is important in general, and particularly to fiduciaries. The appropriate control of investment costs begins with understanding all costs. Highland conducts expense reviews and addresses any fee-related issues, commission recapture and negotiations with investment and service providers.