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By
partnering with U-MAN, clients develop disciplined
and efficient strategies to meet their investment goals.
With our industry-leading research and tools, we can turn
groundbreaking investment concepts into practical advice.
Our global network of investment consultants allows us
to apply the best investment practices in any market.
And our deep experience with liabilities enables us to
link investment policy to our clients' specific needs.
Governance - Once we analyze a fund's performance
expectations, risk sensitivity and liability profile,
we establish a clear and appropriate investment policy
benchmark for the fund.
Policy - Using our Asset / Liability Modeling,
Risk Budgeting and Structured tools, we help
organizations find the most efficient allocation of funds
across asset classes and investment managers. The result
is an optimal balance of risk and expected return.
Implementation - We rely on our global network
of manager research to identify suitable investment management
organizations with the right capabilities for our clients'
needs. We also help clients implement strategies to lower
fund management overheads, like commission recapture and
securities lending.
Control - To complete the asset cycle, we
monitor fund manager and portfolio performance, recommending
actions where appropriate.
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