Investment Consultant Worksheet Summary

This document is an Investment Consultant Worksheet used for evaluating money management firms and their service offerings. The worksheet serves as a structured evaluation tool for assessing various capabilities and service categories provided by prospective investment consultants and money managers. The form categorizes service offerings into multiple dimensions including cash management and brokerage services, client-directed payment capabilities, product purchasing arrangements, performance measurement services, marketing and strategic placement activities, educational conferences, software and style analysis tools, and non-product-related manager payments.

The worksheet functions as a comparative assessment instrument designed to compile information across multiple service categories with a grand total calculation mechanism. This format enables systematic evaluation and comparison of different money management firms' capabilities across standardized criteria, facilitating objective procurement decisions regarding investment consulting services and asset management provider selection.