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Consulting Services
Access Partners supports your organization's ability to offer a comprehensive consulting process, including:
Investment Policy Development and Review
- Definition of investment objectives, liquidity needs, risk tolerance, performance standards, communication and reporting requirements
- Frequency of ongoing investment policy review
Asset Allocation Construction and Review
- Presentation and discussion of asset classes and investment styles based on historical market data and economic forecasting
- Construction of allocation models to meet overall risk preferences and return expectations
Implementation Structure
- Evaluation of investment vehicles to deploy the chosen asset allocation
- Development of the implementation strategy
- Consideration of active vs passive options
- Use of proprietary and non-proprietary separate account managers
- Use of institutional mutual funds for client-centered implementation
Performance Measurement and Review
- Quarterly monitoring of portfolio versus designated benchmarks
- Evaluation of individual manager performance versus their assigned benchmark.
- Review of current portfolio to confirm that it is still consistent with client goals, objectives, and expectations
- Portfolio rebalancing done as needed to keep portfolio in line with long term asset allocation ranges
Access Partners also provides expanded one-time and ongoing mutual fund consulting services, including mutual fund screening and due diligence.