We serve institutional and individual investors as well as investment consultants and financial advisors.

Investment Consultants

We work with the investment consultants who strive to expand their client base and add advanced asset allocation, asset-“liability” and actuarial research capabilities to the services these consultants provide. The scope of our services ranges from a limited “behind-the-scenes” assistance in the areas of advanced portfolio analysis, actuarial reporting/accounting and related disciplines to a large scale policy portfolio analysis that includes, but is not limited to, the design and implementation of customized short-term and long-term portfolio optimization models, stochastic projections of the components of actuarial and accounting reports, presentations of the results and educational sessions.

Institutional Investors

We work with defined benefit plans, foundations, endowments, insurance companies and government agencies directly or in cooperation with their consultants. We utilize all major portfolio selection methodologies. We help a particular institution to design a policy portfolio that represents a reasonable compromise between many risks the institution faces. In most cases, the portfolios we recommend minimize cost and risk at the same time.

The asset allocation models we build are usually client-specific - we do not favor off-the-shelf solutions. Since we utilize proprietary analytical tools, the customization process is usually time- and cost-efficient. Our services range from limited support in specific areas to a leading role from the start to the completion of the project.

Individual Investors

We offer a unified asset allocation platform for the design of lifecycle funds, target date funds, and discretionary managed accounts. For a given "risk path" (more risk-taking for younger plan participants and more safety for the ones closer to retirement), our portfolio optimization engine generates a "glidepath" of portfolios that maximize post-retirement income and minimize the level of required contributions. In accordance with the principles of CDI, our “glidepath” solution is optimized for the lowest contribution level at a given risk profile and the lowest overall risk for a given contribution level.

For more information, please visit our research page or contact us.