- ABOUT US
Effective execution of investment strategy is paramount to a successful program. Good structure and strategy are lost without good execution. Institutional structures and committees along with infrequent meetings pose a substantial challenge to good execution. Concord has helped our clients meet these challenges for over 20 years.
Concord’s Investment Strategy Group works to identify the most cost effective and best in class managers for all asset classes. Both active and passive (index) managers are utilized depending on the specific client’s mandate.
Concord provides customized monthly performance reporting packages to all clients. All aspects of the portfolio and its underlying managers are monitored and evaluated versus benchmarks.
Concord monitors the client’s portfolio positioning on an ongoing basis. Strategic and tactical rebalancing recommendations are provided to clients.
Ongoing monitoring of all portfolio related costs (friction) is provided. A comparable cost analysis versus industry norms is provided on an annual basis.
Concord provides back-up support to our client’s staff for all day-to-day portfolio management responsibilities. This includes managing cash flows, resolving guideline infractions, customized reporting, investment manager relations and working with outside auditors or actuaries.
Behavioral science is a field that formalized many insights into the functioning of group decision making. Investment committees have the potential by design to be highly productive or terribly dysfunctional. Concord has the experience and expertise to ensure that committees are well functioning.