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.
| Function | DeMarche | Client | Investment Manager |
|---|---|---|---|
| Investment Policy | |||
| Asset Allocation | Analysis | Decision | |
| Investment Policy Statement | Analysis | Decision | |
| Portfolio Construction | |||
| Investment Strategy | Implements | Monitors | |
| Manager Structure | Implements | Monitors | |
| Manager Selection | |||
| Manager Search and Selection | Implements | Monitors | |
| Portfolio Optimization | Implements | Monitors | |
| Security Selection | Monitors | Implements | |
| Tactical Asset Allocation | |||
| Rebalancing | Implements | Monitors | |
| Tactical Shifts | Implements | Monitors | |
| Ongoing Due-Diligence | |||
| Performance Monitoring & Reporting | Implements | Monitors | |
| Ongoing Manager Due-Diligence | Implements | Monitors | |
| Manager Retention / Replacement | Implements |
