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 Statement||Analysis||Decision|
|Manager Search and Selection||Implements||Monitors|
|Tactical Asset Allocation|
|Performance Monitoring & Reporting||Implements||Monitors|
|Ongoing Manager Due-Diligence||Implements||Monitors|
|Manager Retention / Replacement||Implements|