Expert Asset Consulting for other Retirement Funds

1. Investment Policy Development and Review

• • Creation of Investment Policy Statement (IPS):
  • Periodic Review and Update of the IPS.

2. Strategic Asset Allocation

• • Developing long-term asset allocation strategies based on the fund’s objectives, risk tolerance, and time horizon.

4. Manager Selection and Due Diligence

• • Asset Manager Research:
  • Asset Manager Due Diligence:
  • Facilitating interviews and meetings with potential managers.

5. Performance Monitoring and Reporting

• • Providing detailed performance reports tailored to the needs of the Board and Investment Committee.

6. Risk Management

• • Conducting comprehensive risk assessments to identify and evaluate various risks (market, credit, liquidity, operational).
  • Developing and implementing strategies to mitigate identified risks.
  • Performing stress tests and scenario analyses to evaluate the portfolio’s resilience under different market conditions.

7. Alternative Investments Consulting

• • Providing expertise and advice on alternative investments, including hedge funds, private equity and real estate.
  • Conducting due diligence and ongoing monitoring of alternative investment managers.

8. ESG and Socially Responsible Investing (SRI)

• • Developing ESG and SRI policies, if required, that align with the fund’s values and objectives
  • Identifying and selecting asset managers who incorporate ESG and SRI criteria into their investment processes.

9. Custody Services Assistance

• • Assisting in the selection of a custodian for safekeeping and administration of assets.
  • Conducting periodic reviews of custodian services to ensure compliance and performance.

10. Transition Management

• • Assist in the appointment of a transition manager or perform in-house transition management

– developing and executing transition plans for changes in asset allocation or manager changes.

– Implementing strategies to minimize transaction costs and market impact during transitions.

11. Fee Analysis and Negotiation

• • Analysing the fees charged by asset managers and service providers.
  • Assisting in fee negotiations to ensure competitive pricing and value for services received.

12. Governance and Compliance

• • Providing training for the Board and Investment Committee on fiduciary duties and responsibilities.
  • Ensuring adherence to regulatory requirements and best practices.
  • Conducting periodic governance reviews to assess and improve decision-making processes.

13. Education and Communication

• • Conducting workshops and seminars to enhance the knowledge and understanding of the Board and Investment Committee.
  • Providing regular updates on market conditions, economic trends, and investment opportunities.

Let us help you achieve your retirement fund’s goals with confidence. Contact us today to learn more about our asset consulting services and how we can support your fund’s success.