General Investment Consulting Services

Below is a list of typical services PCA provides our clients on an ongoing basis. These services can be tailored to fit the individual needs of our clients.

Strategic Planning

• Goals and objectives
• Asset allocation
• Asset/liability studies
• Investment policy
• Investment structure (global, international, and domestic)

Performance Measurement

• Performance attribution
• Third party verification of performance results

Portfolio Analytics

• Domestic and non-dollar equity and fixed income portfolios

Manager Search

• Global, international, and domestic
• Object process-oriented approach

Fund Operations and Management Assistance

• Fee analysis and negotiation (at client's request) for all service providers
• Legislative or administrative testimony and/or support
• Specialized training programs
• Increasing fee income (securities lending, credit enhancements, stand-by fees, etc.)
• Trading cost controls reviews and analysis (includes soft dollar policies)
• Transaction cost reviews (private placements, equity and fixed income portfolios)
• Proxy voting policies

Research

• On-going research and topical reports both domestic and international markets
• Divestiture review and analysis
• Emerging market reviews
• Emerging product analysis
• Currency hedging strategies
• Non-dollar custody issues
• Benchmark and indices reviews and analysis
• Surveys of domestic and foreign investor attitudes toward global/international investment issues