Our process for developing your institutional investment program
We adhere to a well-established process to customize a comprehensive investment program tailored to your organization’s individual goals, needs and situation. Here are the steps we take to design, implement and manage your investment program.
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We help you establish or amend your investment policy statement to help ensure that it is appropriate for your needs and mission, and that it remains aligned with your objectives.
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We design a strategic allocation to fit your organization’s investment profile, identifying strategies within different asset classes with the goal of providing realistic returns within an acceptable level of risk.
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We conduct due diligence on current and prospective fund managers to identify who we believe to be the best choices for each asset class.
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We manage and measure your investment performance and present so you can see how your investments are performing over time.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
