Institutional Clients

At LaSalle Street Consulting, we deliver a research driven process that is guided by the commitment of helping you administer sound and efficient retirement plans for your employees. Our professionals excel in developing strategies that are unique to each of our client’s goals and future plans.

Our types of clients include:

  • Public Funds
  • Corporate
  • Taft-Hartley
  • Endowments and Foundations
  • 401(k) Plans

From investment policy development to asset allocation and liability and risk management to performance evaluation, LaSalle Street Consulting customizes the process every step of the way.

Investment Policy Development Review

We believe a comprehensive investment policy is the most important step in the development of a successful investment program. It communicates the client’s philosophies, expectations, objectives, and guidelines for the investment of all plan assets. Our consultants work closely with clients to help develop or revise investment policies that are specific to their needs.

Manager Evaluations and Search

A fund’s performance is strongly tied to the experience, skill, and perspective of the people who manage it. That’s why our manager evaluation – with the specific objective of knowing the organization – is such a critical component of the work we do for our clients.

We pride ourselves on our independence and objectivity, underscored by the fact that we never accept fees from managers. This due diligence process is multifaceted, including a broad review of both quantitative and qualitative issues and characteristics.

Our search process evaluates not only the performance of each manager, but also the investment management organization. This dual evaluation allows us to give our clients a clear and accurate picture of their investment managers.

We seek institutional-quality managers that have strong and stable investment teams, experienced management, solid and transparent business practices and financial interests aligned with clients. We also target consistent performance and style, conducting rigorous quantitative analysis to evaluate each investment manager’s past performance, relative to peer groups and relevant benchmarks, and risk factor exposures. Managers go through a due diligence meetings with senior personnel, quantitative analysis, detailed proprietary questionnaires, on-site meetings, and judgments taken from our process.

Performance Monitoring

Continuously monitoring and evaluating the performance of our clients’ investment managers to ensure they fulfill their expressed mandates and remain appropriate for their investment programs is one of the most important roles we provide to our clients. As part of this process, we also identify and measure the value added by individual managers based on a detailed performance analysis and comparisons to peer managers in the same asset class and style.

Asset Allocation and Asset Liability

Successful fund management requires a long-term asset allocation strategy customized to the specific goals and risk/return objectives of each client. We help clients determine their risk tolerance while setting goals for growing assets, maintaining purchasing power, or providing income.

We evaluate and select asset classes that fit the parameters and restrictions of each client’s investment profile. We utilize state-of-the-art asset allocation tools and methods to ensure the integrity of the asset allocation outputs, and continually research new opportunities to help optimize the performance of our clients’ investment programs.

Client Education

As a research-driven organization whose consultants are among the industry’s foremost thought leaders, we take every opportunity to share our resources and insights with our clients. As we see it, the better informed you are, the stronger our collaboration. That’s why we provide a range of tailored educational programs and services as well as informative resources such as white papers. Topics can cover everything from the basics of investing to trustee responsibilities, details on various alternative assets, and the latest economic research.

Past performances may not be indicative of future results. Investing involves risks including the potential loss of capital. Asset allocation does not guarantee a profit nor protect against loss.