At Diversified, everything begins with your client's objectives, not ours. Our investment professionals will work with you and your clients to develop an Investment Policy Statement if necessary, and assist with setting criteria for fund selection and portfolio monitoring.
We can also assist defined benefit plans with asset/liability studies as needed.
Disciplined Selection Process
Based on the Investment Policy Statement, we'll help identify the best offerings to meet your client's needs. Our disciplined investment process uses:
- Quantitative screens;
- Qualitative screens; and
- Plan-specific screens.
Ongoing Monitoring ScrutinyOur experts track sub-advisors and funds continuously. We watch for style drift that might undermine long-term asset allocation strategies; we monitor portfolio performance and risk; and we keep abreast of changes at the firm. Our goal is to identify issues that might lead to underperformance. Any concern raises a red flag and subjects that fund to even greater scrutiny. When a sub-advisor replacement is warranted, Diversified works quickly behind the scenes to make the change and transfer assets. |