Institutional Investment Consulting

Plan

Inventory Current Situation

• Legal constraints
• Financial considerations
• Plan health
• Defined Contribution Plan Options-number and type

Develop Optimal Solutions

• Forward looking investment modeling
• Cost effective options
• Sound fiduciary framework
• Industry best practices

Implement

• Publish/revise Investment Policy Statement (IPS)
• Nationally recognized custodial search services
• Asset Class manager selection backed by dedicated research teams

Monitor

Proper performance reporting

• Compliance with IPS
• Contribution to results-asset allocation or manager selection?
• Appropriate peer comparisons
• Sophisticated, understandable, and useful analytics

Useful Meetings

• Timely
• Educational
• Action oriented

Correct

• Replace manager, fund, or custodian?
• Repair structure deficiency?
• Revise IPS?