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MCG developed its Fiduciary Service to help trustees
efficiently and effectively administer their investment programs.
In this service, MCG assumes the role of Named Fiduciary, becoming
responsible for all asset allocation and investment manager decisions.
These decisions are made by the MCG Management Committee consisting of
the Chairman, Vice-Chairman, Chief Executive Officer, President, and Director of
Research.
MCG utilizes its considerable resources and collective expertise to
research and make the best decisions for its clients. These decisions
are implemented in a timely manner to gain maximum advantage. MCG is nimble enough to move into new opportunities - or out of
sub-optimal situations - in a fraction of the time normally required
with a traditional consulting role.
MCG's Fiduciary Service takes responsibility for managing the complete investment program
of the entire fund, including:
Asset Allocation Decisions
Manager Structure
Manager Selection
Ongoing Monitoring of Assets, Managers and Custodian
Asset Rebalancing
Legal Review Support
Monthly Reporting
Proxy Voting
Implementation of Value Added Services
Special Projects
MCG is involved in all day-to-day administration activities of fund
investments and provides monthly reports and continuous oversight and
communication to Plan trustees. The advantages
of this service include not only expertise in decision-making, but also
timely implementation of investment decisions. This affords trustees the
opportunity to focus on their core business and membership needs.
Director of Fiduciary Services: Amy C. Forebaugh
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