Institutional Investment Consulting


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