Investment Strategy Group

Concord has built a dedicated research team of highly experienced professionals with diverse backgrounds. Research is a firm-wide effort with all associates supporting the Investment Strategy Group in the areas of manager due diligence and asset class research. All clients benefit from our “best ideas,” customized to their particular needs.

Concord’s Investment Strategy Group (“ISG”) consists of twelve consulting and research professionals and is headed by Concord’s Director of Research, who oversees all research activities. The ISG is responsible for asset class research, strategic (long-term) and tactical asset allocation (relative value), investment manager selection and ongoing manager oversight and ratings. All of Concord’s research activities are designed to be forward looking and proactive in nature.

Average ISG industry experience exceeds 15 years. Our edge in research is based on long term, industry-wide experience coupled with the practical application of a well-researched investment management process.