Our Capabilities
Services
As an independent firm, we have the ability to assemble the talent and resources necessary to accomplish the task.
Investment Program Reviews
We conduct a thorough review of existing investment policies, liabilities, time horizons, liquidity needs, asset allocation strategy, and management structure — providing the knowledge and tools to make course corrections where necessary.
Fiduciary Education
We prepare governors for prudent decisions and inform fiduciaries on relevant issues, forging consensus among policymakers to ensure they are adequately informed of their duties and responsibilities. Provided at no additional charge as part of our ongoing client service.
Investment Policy Design
We establish the fundamental goals and objectives of the fund, asset allocation and manager structure, nature of liabilities, time horizon, liquidity requirements, expectations for risk and returns, and responsibilities of all interested parties.
Asset Allocation & Liability Studies
Structured, data-driven studies that align portfolio construction with the investor's specific objectives, risk tolerance, liquidity needs, and — for liability-driven investors — the timing, size, and certainty of the institution's obligations.
Manager Searches & Recommendations
We screen manager candidates using a professional, credible universe of qualified investment managers using quantitative and qualitative data on organization, personnel, investment philosophy, process and historical performance.
Performance Measurement
Monthly account reviews showing changes in market value, asset mix compliance and investment returns relative to policy benchmarks. Quarterly formal reviews include comparative returns with absolute goals, benchmarks, peers, and risk statistics.
Ongoing Due Diligence
We monitor your portfolio and total investment program to ensure conformity with established investment guidelines and facilitate any changes that may become necessary, including quarterly meetings and annual policy reviews.
Provider Searches & Implementation
We perform searches for third-party service providers such as custodians, actuaries, administrators, and package providers. We also assist with program implementation, contract review, transition management, and execution cost monitoring.