Traditional Asset Consulting
In an effort to enhance the overall investment program for our clients, our core investment consulting services begin with the documentation of the Fund’s objectives and end with detailed monitoring of progress toward them.These services include investment policy development, investment manager research, asset allocation guidance, and performance & risk monitoring.
Setting an appropriate strategic investment policy is perhaps the most critical determinant of long-term success to any investment program. We employ a quantitative and qualitative process incorporating internal capital market expectations, a detailed analysis of the client’s liability structure, and the client’s unique risk and return objectives.
Once the strategic model is specified, we proceed with assisting the client to identify best of breed investment managers for each strategy employed. Our manager research efforts blend periodic quantitative screens of most commercial databases complemented with senior professionals unsurpassed product knowledge and seasoned grasp of the dynamic interaction between investment process and investment cycles.
Our consultants then provide ongoing strategic and tactical asset allocation guidance to the Fund.
The final step in the circular process of investment management is performance evaluation. We generate comprehensive quarterly performance and risk assessments of the Fund and its managers to evaluate results and current positioning against an informed backdrop of the current market environment.