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Steinberger Consulting

Steinberger Consulting

  • Who We Are
  • What We Do
    • Portfolio Construction & Asset Allocation
    • Investment Portfolio Review & Analysis
    • Investment Committee Management
  • How We Do It
  • Why Hire Us
  • Contact Us

Investment Portfolio Review & Analysis

You can invest in the public equity and fixed-income asset classes using indexed, smart-beta, or non-indexed investment strategies. There are compelling arguments for each approach. Some firms and committees use indexation in a portfolio’s overall investment strategy; others prefer smart-beta, factor-investing or non-indexation (active) overall or in specific asset classes.

Investment Portfolio Review And AnalysisWhether you subscribe to passive indexing, smart-beta, factor allocations, or a full-fledge active philosophy, we can evaluate your existing investment policy statement (IPS) and portfolio allocations, then provide recommendations within your desired firm philosophy, strategies or goals. This may entail:

  • Advising you on investment alternatives and modern portfolio concepts
  • Reviewing your portfolio or plan costs and fee breakdown
  • Assessing your investment structure and investment performance measurement
  • Evaluating your relative portfolio complexity
  • Reviewing the administrative services provided
  • Studying plan or trust documents, and summary plan descriptions
  • Reviewing your existing IPS
  • Assessing your procedures for selecting “prudent experts” and control procedures
  • Analyzing your current investment holdings and conducting “back-test” calculations on your portfolio returns
  • Proposing optimal asset allocation strategies based on capital markets projections and client objectives
  • Addressing strategic and tactical investment strategies and proposing an optimal investment menu for participant-directed plans
  • Formalizing your investment policy and reviewing your defined contributions and benefit plans

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Contact

(404) 277-8601
lane@steinbergerconsulting.com

(404) 277-8601

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