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Manager Selection
- Guidance and expertise in manager evaluation/selection at manager’s cost
- Evaluation of client situation (LOB’s, Risk Profile, etc.) and investment requirements
- Pre-screened insurance asset manager candidates from our proprietary network for review by client
- Transition support and implementation
- Relationship management, program maintenance and control, performance measurement (risk-adjusted, after tax)
Consulting
- Investment policy design/revision
- Benchmark construction or revision
- Strategic asset allocation selection/customization
- Portfolio optimization, tax efficiency analysis, etc.
- Manager(s) selection (ManagerMatch)
- Transition support and implementation
- Relationship management
- Investment program maintenance and control
- Strategy evaluation, tactical portfolio oversight
- Performance measurement (risk-adjusted, after tax) & attribution
Special Projects
- Strategic Asset Allocation Analysis
- Tactical Portfolio Optimizations
- Investment Analytics
- Reinsurance Program Analysis
- Specialized Reporting
- LOC vs. Reinsurance Trust Analysis
- Vendor Selection:
- Custodian Selection
- Securities Lending
- Statutory and GAAP Accounting
