Investment
Solutions
We deliver unbiased advice and customized solutions to companies, organizations, and public institutions and help solve their complex investment and risk management challenges by leveraging on our global capabilities that combine:
Here are some of the services we offer:
Outsourced CIO
- Asset Allocation study and recommendation across entity’s assets and portfolios
- Manager due diligence and recommendation across asset classes (Hedge Funds, Private Equity, Oil & Gas and Real Estate, Commodities, and traditional managers)
- Spending Policy Review
- Pension Fund Liability Driven Investment Analysis
Outsourced Treasury – Debt and Cash Management
- Monitoring capital markets for opportunities to issue debt and other financial obligations
- Work with Treasurer Department and Investment Bankers to develop strategies that prudently support your entity’s operations and strengthen its balance sheet
- Working with rating agencies, CHEFA, banks, and other constituencies, proactively provide information necessary to maintain access to credit
- Working with management, legal counsel, bond counsel, rating agencies, and investment bankers to manage the issuance of debt
- Evaluating the effectiveness of outstanding debt by tracking its cost relative to market indices
- Advising management on issues and developments in the capital markets that would affect the Network’s debt capacity.
Insurance Evaluation (Risk Management)
- Professional and General Liability Insurance
- Property Insurance
- Workers’ Compensation Insurance
- Others: Directors and Officers Liability, Employment Practices Liability, Fiduciary –Liability, Crime and Cyber Risk / Privacy Protection