We seek to track all major investment managers and funds appropriate for investment by our clients across all major asset classes.

Samoset has developed SPaRC, a proprietary analytical framework for fund manager classification and scoring.

SPaRC assesses style, performance, risk and consistency of any fund under review:

• Each fund manager’s current and historical investment Style is objectively assessed and characterized
• Given historical performance and investment environment measures, a fund manager is assigned an overall set of SPaRC scores based on multiple criteria:
  • Performance: A set of 5 scores based on absolute and relative performance to peer group and benchmarks
  • Risk: A set of 12 scores based on absolute and relative performance to peer group and benchmarks
  • Consistency: Numerous metrics to characterize a manager’s degree of investment style drift and risk-adjusted return persistence, within a specific investment universe over time
• SPaRC is designed to better capture each manager's true risk/return characteristics and investment skill
• • Its flexible framework can be applied to diverse investments across a broad array of asset classes, including real-estate, private equity and other alternative/proprietary investment classes
  • It provides consistent metric/heuristic-driven processes to tie style and peer analysis to fund selection and asset allocation goals

Our database covers 30,000 onshore funds, separate accounts and hedge funds open for investment (10,000 managers). We track all reporting funds and SPaRC can accommodate manual input for funds which do not report performance or portfolio data to regulators or third-party data companies.

This quantitative framework, combined with original research prepared by Samoset on approved managers, allows us to select and monitor managers appropriately to meet client needs.