Institutional CIO Endowment Trusts and Foundations

Institutional Investment Consulting, Endowments, Trusts, and Foundations

myCIO serves as a Chief Investment Officer to Endowments, Trusts and Foundations providing Investment Policy development and oversight, Asset Allocation review and Performance Measurement Services.

myCIO helps Fiduciaries assess whether Alternative Investments are appropriate given their goals, objectives and risk tolerance.

myCIO negotiates all fees and expenses using the substantial asset base as leverage to lower the overall investment management expense.

Our Investment Management Consulting Process

Phase 1

Analyze your current position and future needs

Review current investment situation
Establish investment goals and objectives

Time horizon
Risk tolerance
Identify target rate of return
Income/liquidity

Phase 2

Determine optimum asset allocation; create investment policy

Prepare asset allocation study which reflects appropriate Risk/Return ratio
Policy statement prepared

Stated goals and objectives
Selected asset classes
Strategic asset allocation
Performance measurement criteria
Manager/mutual fund selection criteria
Review procedures for managers

Phase 3

Implement your investment strategy

Establish search criteria
Search/Select individual managers/funds
Manager/Fund due diligence
Negotiate/Select custodian and manager fee arrangement
Oversee implementation

Phase 4

Portfolio review, Performance Analysis and Rebalance

Periodic performance reporting and review
Review manager activities
Re-balance portfolio to target asset allocation
Retain/Replace managers