We have relationships with pension plans, family offices and registered investment advisors, offering them strategic consulting and analytical services.
In many cases, we can be a sounding board to the CIO, providing input or counsel ahead of critical decision points. We can also make ourselves available to their next level leaders to help produce output which is “CIO-ready”, saving the CIO time by streamlining review and facilitating approval by an Investment Committee.
We try to help solve problems they may not have resources to tackle or where they are just plain curious. Fees are flexible and can be based on specific projects, on a retainer basis or a combination.
Analytics
We provide a helping hand when quantifying past and expected asset performance. Whether back-testing, stress-testing or Monte Carlo analysis, we like to assemble the data upon which a solid decision is built.
Investment Strategy
There are so many trade-offs. Do you want a granular strategic asset allocation or something more general? Active or passive? How much leverage? We can explore the pros and cons to help you and your Investment Committee steer in a good direction. We’ve seen a variety of approaches and know where many of the pitfalls are.
Product Development
Leveraging experience gained managing ERISA pension plan assets within a large, publicly traded corporation brings opportunity. There can always be improvements or changes in mission, strategy or tactics. Sometimes the process is the product. Let’s collaborate to find better mouse traps which may be appealing in ways not fully appreciated.