Defined Benefit Consulting Services

Statement of Investment Policy and Objectives

Development of Appropriate Asset Allocation

Identification and Selection of Professional Investment Managers

Quarterly Investment Performance Measurement and Analysis





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Identification and Selection of Professional Investment Managers

Gray & Company recognizes that selecting a manager requires sophistication, diligence and thought, rather than simply sifting through lists of investment managers and their stated investment returns. Gray & Company’s consulting team takes an intensive analytical approach to the manager selection process. In today’s complex economic environment the real added value from our team comes from in-depth knowledge of constantly changing and evolving investment instruments and those specific individuals who can use then most effectively to achieve desired results.

Quantitative Considerations:

Investment Style
Is it identifiable and does it fit the asset allocation?

Key Professionals
Are the people responsible for the track record still there?

Assets under Management
Is the manager too large or too small to execute the investment style effectively?

Investment Philosophy
Is it definable and distinct?

Investment Record
Is it competitive when compared to managers of similar style? Does execution of the style explain the record?

Investment Process
Is philosophy consistently adhered to?

Investment Product
Are the results consistent with the product?