Asset Allocation

INCLUDE THE RIGHT ASSETS IN YOUR FUND'S TOTAL ASSET MIX
Better inputs of historical data provide better outputs on which to base investment decisions. Our proprietary database of historical returns for the full range of asset classes makes it possible to effectively evaluate and select the asset classes best suited to your fund.

DETERMINE THE OPTIMAL MIX AND WEIGHTING OF ASSETS
Our sophisticated portfolio modeling technique determines the optimal weighting for each asset class, as well as appropriate rebalancing policies to achieve fund objectives.

DOCUMENTATION OF ALL DECISIONS
All decisions leading to adoption of investment policy are documented. This helps assure continuity in the fund's operation and structure despite future changes in trustees or investment committee members.

ESTABLISH A BASE FOR FUTURE DECISIONS
The establishment of investment policy and long-term asset mix serves as the foundation on which all other decisions can be made with confidence.
Perhaps the most important benefit of working with DeMarche is the ideal environment our consultants create for making crucial policy decisions about your fund. Our resources and expertise enable you to understand the variables of asset optimization and explore varying investment approaches to achieve your fund's objectives. In the end, you will have total confidence in your decisions, and you will have complete documentation of the thought process used to reach them.