Consulting Services
Strategic investment consulting and advisory services to help institutional investors optimize their portfolios and governance frameworks.
Independent Investment Consulting
Objective advice and strategic guidance for institutional investment programs.
Your Trusted Advisor
As an independent consulting firm, we provide unbiased advice focused solely on your best interests. Our experienced consultants work alongside your investment committee and staff to develop and implement strategies that align with your mission and objectives.
Objective Advice
No conflicts of interest - we don't manage money or receive commissions from product providers.
Comprehensive Analysis
Rigorous quantitative and qualitative analysis to support informed decision-making.
Collaborative Partnership
We work as an extension of your team, providing ongoing support and guidance.
Core Consulting Services
Comprehensive advisory services across all aspects of institutional investment management.
Asset Allocation Strategy
Develop optimal asset allocation strategies aligned with your risk tolerance, return objectives, and investment constraints.
- Strategic asset allocation modeling
- Risk-return optimization
- Liability-driven investment design
- Alternative investment allocation
- Rebalancing policy development
Deliverables
- Asset allocation study
- Risk analysis
- Implementation plan
- Policy recommendations
Manager Search & Selection
Comprehensive manager research and due diligence to identify best-in-class investment managers across all asset classes.
- Manager universe screening
- Quantitative performance analysis
- Qualitative due diligence
- Operational due diligence
- Fee negotiation support
Process
- Define criteria
- Screen universe
- Conduct due diligence
- Present finalists
- Support selection
Performance Monitoring & Reporting
Ongoing monitoring of investment managers and portfolio performance with comprehensive reporting and analysis.
- Quarterly performance reports
- Manager performance evaluation
- Risk analytics and attribution
- Compliance monitoring
- Watch list management
Reports Include
- Performance summary
- Asset allocation
- Manager analysis
- Risk metrics
- Recommendations
Specialized Consulting Services
Additional advisory services to support your investment program.
Investment Policy Development
Create comprehensive investment policy statements that provide clear guidance for your investment program.
- ✓ Policy statement drafting
- ✓ Objectives & constraints
- ✓ Asset allocation guidelines
- ✓ Governance framework
Governance & Best Practices
Strengthen your investment governance with industry best practices and fiduciary standards.
- ✓ Governance structure review
- ✓ Committee education
- ✓ Fiduciary training
- ✓ Process documentation
ESG Integration
Incorporate environmental, social, and governance factors into your investment process.
- ✓ ESG policy development
- ✓ Manager ESG assessment
- ✓ Impact measurement
- ✓ Reporting frameworks
Risk Management
Comprehensive risk assessment and management frameworks for institutional portfolios.
- ✓ Risk assessment
- ✓ Stress testing
- ✓ Scenario analysis
- ✓ Risk mitigation strategies
Fee Analysis & Negotiation
Optimize investment costs through comprehensive fee analysis and negotiation support.
- ✓ Fee benchmarking
- ✓ Cost analysis
- ✓ Negotiation support
- ✓ Fee structure optimization
Transition Management
Efficient portfolio transitions minimizing costs and market impact during manager changes.
- ✓ Transition planning
- ✓ Cost analysis
- ✓ Execution oversight
- ✓ Performance evaluation
Our Consulting Process
A structured approach to delivering value and achieving your objectives.
Discovery
Understand your objectives, constraints, and current situation through detailed analysis.
Analysis
Conduct rigorous quantitative and qualitative analysis to develop recommendations.
Recommendations
Present clear, actionable recommendations with supporting analysis and rationale.
Implementation
Support implementation and provide ongoing monitoring and guidance.
Partner with Our Consulting Team
Let our experienced consultants help you optimize your institutional investment program.