Investment Consultant Services

The Vendor is required to provide investment consultant services for include:
- Operations
•    Indicate whether your accounts are serviced by teams or by individual consultants.
•    Indicate the average number and size of accounts per team or consultant.
•    Indicate the largest number of accounts handled by one team or consultant.
•    The entity’s ability to do prompt, comprehensive and accurate reporting
•    Indicate the percentage of revenues derived from consulting services
•    Any circumstances under which the entity or its employees receive fees from investment managers.
•    Indicate whether the entity sells or brokers investment vehicles.
•    Indicate whether the entity actively manages the investment of accounts.
•    Indicate whether the entity accepts or pays referral or finder’s fees.
- Investment analysis approach
•    The development of the client’s overall investment policy as well as investment policy for specific asset classes. 
•    The development of client investment objectives.
•    The entity’s asset and liability modeling capability.
•    The entity’s investment style analysis.
•    Indicate whether the entity provides to its clients written narratives on the manager’s performance, portfolio restructuring, guideline discrepancies, style deviations, etc.
- Manager search and due diligence
•    Indicate the number of money managers currently being evaluated.
•    The due diligence of investment managers is performed.
•    Hiring as well as terminating investment managers.