Investment Process


Depending on the level of service you engage, we can perform an asset mix study, work with you to develop your investment policy, determine appropriate asset allocations for your funds, evaluate your current managers, replace non-performing managers and hire new managers as appropriate. Thereafter, we will provide continuous oversight and evaluation services. Your involvement and workload can be reduced to quarterly review and audit meetings with your DeMarche consultant.

Investment Policy
Asset AllocationAnalysisDecision
 Investment Policy StatementAnalysisDecision
Portfolio Construction
Investment StrategyImplementsMonitors
Manager StructureImplementsMonitors
Manager Selection
Manager Search and SelectionImplementsMonitors
Portfolio OptimizationImplementsMonitors
Security Selection MonitorsImplements
Tactical Asset Allocation
Tactical ShiftsImplementsMonitors
Ongoing Due-Diligence
Performance Monitoring & ReportingImplementsMonitors
Ongoing Manager Due-DiligenceImplementsMonitors
Manager Retention / ReplacementImplements


Institutional Investment Management Focus Team |  Investment Process

Mark A. Andes

Senior Consultant, Manager of Investment Research for Alternative Assets

James F. Dykstal, CFA

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Julie A. Smith

Senior Analyst, Investment Manager Research

Peg VanWagoner

Senior Consultant

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.