Institutional Consulting
In addition to investment management, ECA also provides investment consulting services to foundations, endowments, and pension plans. ECA is able to bring high-powered consulting services to its clients through its partnership with Fund Evaluation Group and Mid Atlantic Capital Group. A summary of these services is listed below:
- Investment policy review, monitoring, and recommendations.
- Asset allocation recommendations.
- Existing equity, fixed income, and alternative style analysis. This analysis determines the particular discipline and process of current managers and helps to identify any style overlap.
- Review of existing agreements and other documents.
- Equity, fixed income, and alternative style recommendations.
- Manager and custodial recommendations, emphasizing each existing manager’s particular expertise.
- Cost analysis.
- Fee and commission negotiations with managers and custodians.
- Quarterly performance and risk measurement reporting.
- Ongoing asset allocation and style rebalancing.