What Gray & Company Consultants can do for you:

Gray & Company's Investment Management Consulting Team can help you gain a considerable advantage in today's complex financial markets. Our staff offers extensive knowledge and expertise in the Investment Management Consulting arena. We share a common goal with each of our clients--- to increase the performance of the investment fund. In order to achieve this, we provide several value added services.

Click on each of the links below to learn more about each of our 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

Client Service - Investment Manager Identification and Selection

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?