Investment Consultant Searches

In light of the SEC report on investment consultants, there is an increased need to ensure that board members and their staffs are able to demonstrate a prudent process when selecting investment consultants. To assist in this regard, Cortex has designed and implemented a pragmatic and effective manager selection process. Our service enables our clients to arrive at informed, defensible decisions consistent with their fiduciary duties. The process includes:

• Discussion with board members and staff on their needs and priorities
• Design of the search process and search criteria
• Assistance with the preparation of an effective Request for Proposal
• Access to our in-depth database of investment consulting firms, which we are expanding continuously
• Issuing of invitations and RFPs to candidate firms
• Compiling, analyzing, and summarizing proposals for easy review by the board and staff
• Assistance with the design of the finalist interview process
• Reference checks

Our service will save your system considerable amounts of time and energy. More importantly, we have developed methods for summarizing the vast amounts of information contained in consultant proposals in order to greatly facilitate your decision-making process.

Should you require any further information regarding these or other services, please do not hesitate to contact us.