As a leading, full-service investment consulting firm, Evaluation Associates has been providing investment consulting services to institutional investors for more than 30 years. The primary method of providing services to our clients is through advisory consulting retainer relationships. In this capacity, we work with more than 135 institutional investors whose aggregate assets exceed $150 billion. In these retainer relationships, we often act in an extension-of-staff capacity with our clients to help them achieve their investment objectives. We also work with many organizations on a project basis, providing an independent and objective perspective.

Evaluation Associates offers a full scope of investment consulting services designed to meet the needs of a variety of clients, ranging from corporate retirement plans, endowments and foundations, financial intermediary groups to other institutional type portfolios and programs.

Program design and development

• investment policy development, review and revision
• asset allocation/spending modeling/risk budgeting
• asset/liability analysis
• portfolio structure and development
• analysis of current or proposed investment options
• review of options relative to similar publicly available investments

Ongoing program services

• performance measurement reporting
• portfolio attribution analysis
• quarterly review meetings
• ad-hoc meetings as needed
• manager/fund review and evaluation
• manager/fund searches
• capital markets research

Additional services

• custodian searches
• transition management
• fiduciary education
• due diligence review