When it comes to implementing the allocation decision, many organizations elect to outsource all or a portion of their fund’s management (the OCIO approach), thereby allowing the committee to focus on “bigger picture” strategic questions. We are uniquely positioned to assist institutional clients in that we marry our independent consulting advice with our investment management expertise. Many clients prefer implementing the strategy with our MS ARM products as they typically provide greater diversification and the various advantages of scale from pooling assets than a fund can achieve by “going it alone.” Nevertheless, all clients receive the same objective strategic investment advice from us, regardless of their preferred implementation approach.
By delegating day-to-day activities to an experienced investment consultant/asset manager, committees are able improve governance and use their limited time more effectively to focus on the decisions that matter most.
Please contact Robert Boston at 416.380.2765 or firstname.lastname@example.org to arrange a review of your investment strategy.