Institutional Investment Consulting

Philosophy

We believe that effective investment strategies for institutional fund sponsors are based on a disciplined investment process, documented in a clear Investment Policy Statement, and are supported by well-informed board, committee members and staff under their fiduciary obligations.

Institutional Investment Consulting Services

Strategic investment consulting
Investment plans and processes
Fiduciary Education and Trustee Training
Investment Policy Statement development
Asset Allocation analysis
Due diligence
Manager search
Implementation and Portfolio Transition Management
Performance and Policy Monitoring