Investment Consulting Services

Advisory Consulting

DeMarche’s Advisory Consulting services provide objective, expert interpretation of complex investment data and workable recommendations that enable your fund to meet its goals and objectives of risk and return. Studies show that as much as 90 percent of fund performance and variability are directly attributable to asset allocation. The studies collectively demonstrate the importance of being in the market and maintaining an asset allocation.  As a result, deciding your fund’s long-term asset allocation and investment guidelines is the most important decision you will make as a fiduciary. DeMarche provides objective, expert interpretation of complex investment data and workable recommendations that provide tangible benefits to your fund. The result: We add value to your fund.

Asset Allocation

Asset allocation is the most critical decision facing institutional investors.

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Core Alternatives

Active strategies that serve as a core allocation with limited correlation to traditional equity and fixed income.

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Defined Benefit

DeMarche delivers specialized services to address Defined Benefit plan sponsor’s concerns beyond the traditional tradeoffs of risks and returns.

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Defined Contribution

The DeMarche approach to defined contribution services is comprehensive, drawing on our many years of experience evaluating markets.

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ESG

Today’s investor looks for more than performance results.

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Fee Analysis & Benchmarking

Fees play an important role in overall portfolio considerations.

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Investment Policy Development & Revision

Determine the optimal mix and weight of asset classes

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Manager Optimization

If the implementation of an optimal portfolio is the final goal of an investment plan, then it requires key manager decisions to take place.

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Manager Search & Selection

DeMarche’s manager research and search activity is a primary component of added value for our clients.

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Performance Review & Measurement

Performance evaluation provides evidence and understanding as to whether the investment program is on course to meet policy objectives.

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Record Keeper Search

Have you been using the same recordkeeper for your defined contribution plan for many years?

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Supplemental Benefits

In addition to providing traditional benefit plan consulting, we can assist sponsors with asset allocation/liability analysis of supplemental benefit programs such as Corporate Owned Life Insurance (COLI).

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Discretionary Consulting

The pressure to seek greater absolute returns combined with expanding regulations and increasingly complex investment strategies has led many institutional investors to retain a discretionary consultant for help. DeMarche has been assisting clients with their investment outsourcing needs since 2003.