And now, for the rest of the story.
We know you have other financial needs critical to fulfilling your responsibilities, that’s why we go a step further to provide you with tools and resources to supplement the overall investment advice and guidance we provide along with the institutional team. Together, we can help with:
- Creation of a Client Service Plan to monitor and summarize performance reports and document your stewardship
- Spending policy review and analysis
- Searches for managers who implement liability driven investment (LDI) mandates
- Review and evaluation of past investment performance and asset allocation
- Annual review of overall investment strategy
- Quarterly economic analysis and commentary