Making investment decisions for your employees, organization, or company is serious business. Institutional investors are challenged by changing market conditions, conflicting objectives, and above all limited time.
- Setting realistic objectives for your investment program and that meet your organization’s changing needs.
- Allocating assets for maximum likelihood of achieving program objectives while managing risk.
- Performing comprehensive searches for investment managers to find new market opportunities or replace underperformers.
- Keeping you in touch with the market and key economic issues; most importantly, how they affect your investment program.
- Monitoring manager performance, to detect and respond to problems while they are small.
- Benchmarking fees and expenses, and negotiating reductions or recapture arrangements, to keep your program cost-effective.
- For participant-directed programs (e.g., 401(k)), finding an appropriate combination of investment choice, education, and advice for your employees.
- Documenting processes and decisions, providing records vital to sound fiduciary management.