POLICY REVIEW & STRATEGY DESIGN

• Develop/Review investment policy
• Creation of strategic asset allocation
• Define tactical parameters for asset classes and managers (e.g. min/max ranges)
• Determine service level, such as level of discretion (non-discretion or limited discretion), meeting requirements, role of the investment committee, etc.

STRATEGY IMPLEMENTATION

• We combine our research, technology and services to meet the unique investment and reporting needs of each client

MONITOR, EVALUATE & REPORT

• Monitor compliance with policies
• Evaluate effectiveness of strategy vs. goals
• On-going investment manager due diligence
• Performance evaluation reporting

TACTICAL RECOMMENDATIONS & ACTIONS

• Periodic portfolio rebalancing
• Managing cash flow/liquidity requirements
• Overweight/Underweight managers and/or strategies