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How do we... |
Bellwether can... |
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Enhance
spending capacity by achieving maximum total return? |
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Review
investment
policy to improve portfolio efficiency; conduct a thorough review of
managers during the selection process and on an
ongoing basis |
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Prevent
and/or manage future resource shortages due to market volatility? |
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Use mean-variance
and mean-semivariance analysis to project volatility and maximum
probable loss consistent with desired returns; monitor manager risk
characteristics, not just returns. |
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Achieve our investment objectives
at the lowest possible cost? |
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Benchmark manager
expenses; incorporate fee analysis into strategy formulation and
manager selection; do the work, so your team can stay focused on
making decisions. |
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Communicate
effectively with our Board, key contributors, and other
stakeholders while resolving different points of view? |
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Develop clear
written policy and mandates, putting all parties on the same page;
distill volumes of detail into reports appropriate for the audience;
facilitate meetings, challenge senior leaders with grace, provide
clear and unambiguous recommendations. |
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Stay on top of the market? |
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Provide insightful
market updates; conduct focused research to address any special
issue; provide real opinions, not generic rules of thumb. |
