We help clients, small and large, to develop an effective, research-backed investment process and set them up for lasting success.
What are the benefits of a clearly articulated investment philosophy and process? What are the crucial elements and how should they be crystalized and captured in a firmwide policy statement? We work with advisors to develop and document a global IPS that serves as the roadmap for the consistent and disciplined execution of a long-term investment program.
What is the most effective way to evaluate the performance of an investment or portfolio? How should fees be integrated into the reporting process? We believe fair and accurate benchmarking is an essential piece of the overall investment process. We provide unbiased reviews of existing reporting frameworks and implementation guidance and support to ensure an optimal structure is set and maintained.
What is the most efficient way to transition a single portfolio or multiple portfolios from one model or approach to another? How should low cost-basis positions, wide-ranging variation across accounts and other idiosyncrasies be handled? We support advisors with thoughtfully crafted transition plans that optimize for the client experience over multiple time frames that range from weeks to years.
A properly functioning investment committee is integral to the investment decision-making process. Though every committee is different, successful investment committees share many of the same qualities. We work with senior investment decision-makers to refine committee structures and help set up teams for lasting success.
Considering selling your practice or acquiring an external book or team? What operational, investment and even philosophical factors determine how effectively two or more distinct practices can be integrated, positions assimilated, and economies of scale realized? We have worked with clients large and small through the practice due diligence and acquisition process.