Investment Consultant Searches

Few governance-related decisions will have more impact on the performance of a retirement system than the selection of an investment consultant. We have recently developed a highly cost-effective investment consultant search service that can help clients with a number of the steps involved in a search, including:

• Identifying the needs of the system and the board, and developing corresponding search criteria and weightings.
• Preparing and issuing a Request for Proposal (RFP).
• Tabulating the information received.
• Presenting the information in a format that will facilitate effective decision-making.
• Performing reference checks on finalist candidates.
• Designing finalist interview questions and processes.

By taking advantage of our experience, retirement boards and their staff will be able to:

1. Develop search criteria and a process that are tailored to the system’s needs and budget.
2. Ensure that their RFP is clear, comprehensive, and unambiguous.
3. Save countless hours reviewing the detailed information contained in each proposal.
4. Focus on the key differentiating features of each proposal and determine those finalists who best meet the search criteria.
5. Devote more time and energy to discussing the proposals and to interacting with the finalist firms, rather than sifting through documents, thus leading to the selection of the best possible candidate.

For further information, please check out an overview of our process, and a description of our proprietary RFP Template.

You may also contact Tom Iannucci or John Por by e-mail or by phone at (416) 967-0252 ext. 223 or 225 respectively, for more information.