Successful fund management requires a long-term asset allocation strategy customized to the specific goals and risk/return objectives of each client. We help clients determine their risk tolerance while setting achievable goals for growing assets, maintaining purchasing power, or providing income.

We take a long-term view and believe strongly in diversification across several asset classes to reduce risk. Our consulting teams evaluate and select asset classes that fit the parameters and restrictions of each client’s investment profile. Our interactive asset allocation process gives each client the ability to assess alternative asset allocation mixes and analyze the effects on the risk/return metrics after making changes to the asset allocation mix.

Evaluation Associates’ Asset Allocation Committee, composed of senior consultants and research professionals, develops long-term asset class expectations at the beginning of each year using a well-researched process. The asset class assumptions consist of expected returns, standard deviations, and correlations for traditional and alternative asset classes and form the basis for our asset allocation and asset/liability studies.

We utilize state-of-the-art asset allocation tools and methods to ensure the integrity of the asset allocation outputs, and continually research new opportunities to help optimize the performance of our clients’ investment programs.