Investment Consultant
CurrentParticipate in periodic reviews for institutional clients including meetings with pension committees, investment committees and company boards.Evaluate institutional investment portfolios based on performance, risk and cost against standard and customized benchmarks, undertake work that supports specific recommendations for updating portfolio allocations and removing or adding specific investment managers.Undertake the production of performance monitoring reports, and participate in investment manager searches, recordkeeper reviews, and investment recommendations.Review and update investment policy statements and other governance materials.Participate in client projects including those such as benchmarking, recordkeeper selection and fee benchmarking.