Insight
Standard Valuations’ Consultants assist Trustees in establishing or altering investment objectives and in understanding the investments the fund holds.
Standard Valuations’ Consultants provide insight and information necessary for informed judgment by the Trustees for the benefit of the participants
Experience, Responsiveness and Attention to Detail set Standard Valuations apart
- Firm has operated independently since our founding in 1972
- Standard Valuations’ focus mirrors that of its client’s long term orientation
- Our consultants have an intimate knowledge of the special needs and concerns of Pension, Health & Welfare, Annuity funds, Endowments and Foundations
- We Provide information and insight to assist Trustees in:
- Establishing or Altering Investment Policy Statements
- Selection of Investment Managers
- Selection of Custodians
- Asset Allocation/Portfolio Analysis
- Investment Manager Oversight
- Clearly Communicate Fund Goals, Objectives and Constraints
- Monitor Manager Activities
- Report Activities to Trustees
- When Investment Manager Activities or results warrant change:
- Unbiased search criteria for candidates that could positively affect fund performance
- Qualitative & Quantitative Search Criteria
- Will analyze any trustee recommendation
- Facilitate/Assist in conducting manager interviews
- Assist in fee negotiations, contract review and determination of investment objectives