| Key Steps |
Investment Team Responsibilites |
| Evaluation |
- Understand clients' history, objectives, and investment needs
- Assess liquidity, cash flow needs, and risk tolerance
- Review existing portfolio, fee structure, and conduct fee analysis/comparison
|
| Asset Allocation |
- Utilize MCG’s in-house research capabilities to set strategic allocation
- If applicable, utilize MCG’s Fixed Income and or Equity Group Trust to achieve broad diversification
- Provide access to complicated yet rewarding alternatives strategies as real estate, hedge funds, private equity, and commodities
|
| Manager Selection |
- Use of quantitative and qualitative screening process to narrow universe of potential managers and products to optimal set of targeted products
|
| Implementation |
- Conversation of prospect to Fiduciary Services client
- Timely and efficient asset allocation and manager structure tansitions
|
| Administration |
- Maintain high-touch with clients by having dedicated Consultant and Fiduciary Services analyst
- Streamline operations to provide efficiencies in wire processing, vendor payments, and reporting
- Provide administrative support and oversight for entire investment program allowing us to quickly address plan needs
|
| Risk Management |
- Ongoing due diligence
- Manager and performance tracking
|
| Portfolio Rebalancing |
- Periodic review of holdings and allocations to ensure they are in line with target investment objectives
|
