Company analysis               

Cash Flow/liquidity requirements

Liability analysis

Risk Budget development

Review of current investment 
            program

 Investment Policy Statement development

 Investment Guideline design

 Strategic Asset Allocacation
                Asset- Only
                ALM “Lite”
                DFA

 Tactical portfolio optimization

 Manager(s) selection and transition   support
 
Management of the managers

                Performance Measurement
                Attribution Analysis
                Scorecard Evaluation
                Investment Program Review

 Value-added services

                Reinsurance Optimizations
                Securities Custody
                Trusteeship
                LOC and/or other credit facilities
                Accounting and reporting
                Peer group analysis
                Analytic Support
                        liquidity management
                        cash flow testing
                        sensitivity testing
                        etc.

· Company evaluation, investment program design and allocation optimizations constitute the consulting phase of a typical assignment.

  MANAGERMATCH^SM

· Manager selection, transition, client and advisor relationship management and facilitating value-added services constitute the implementation, execution and maintenance phase of the client relationship.