HIGHLIGHTS
- Discretionary management (OCIO model)
- Performance reporting and attribution
- Asset allocation modeling
- Manager search and selection
- Performance structure analysis
- Security analysis
- Trading and execution analysis
- Quantitative and qualitative benchmarking
- Cash management
- Macroeconomic overlay
- Fiduciary compliance reviews
- Fiduciary training and seminars
- Liquidity evaluation
- Socially responsible investing
- Risk assessment