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.
Whether 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