Standardized Assessment

Asset Allocation

Manager Selection and Funds Deployment

Client Objectives Existing Program Assessment Model Driven Asset Allocation Qualitative Judgment Commitment Planning Drawdown, Distribution, Reinvestment modeling Screening Due Diligence Personal Meetings Recalculation, Strategy Validation Reference Checks Selection Post Selection

We begin our engagements by establishing detailed, standardized assessments of your existing programs. We incorporate your portfolio objectives and preferences, create term plans with identifiable risk and return objectives. We combine judgment with quantitative asset allocation, incorporate constraint conditions and develop appropriate risk management controls. Our investment processes are well defined, replicable and completely transparent. We extend our sourcing capabilities to give you best in class asset exposure. We continue to work with you in actively managing your portfolio.

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