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Asset Allocation Parametrics, LLC is an independent investment
research, publishing, and consulting firm providing
information, analysis and modeling to non-profit organizations
on the subject of asset allocation. Our objective is to help
organizations better serve their missions by assisting them
with the single most important decision in the management of
their endowment assets – how to divide their investments among
available options to maximize return and minimize risk.
Services include:
- Reviewing the efficiency of existing investment
portfolio allocations
- Formulating or revising asset allocation strategies and
policies
- Creating, reviewing or revising investment policies
- Evaluating endowment spending policies especially in the
context of organizational needs and circumstances and
portfolio allocations
- Helping organizations quantify risk tolerance in view of
organizational needs and circumstances
- Providing training in the fundamentals of asset
allocation for those with fiduciary responsibility for
investment management or oversight.
Asset Allocation Parametrics also publishes the
Asset
Allocation Advisor, a quarterly journal of information and
analysis for endowment managers and fiduciaries.
Please call Albert J. Brenner at 860-570-0270, ext 1, or
contact him via e-mail at
abrenner@aametrics.com to discuss
consulting services. |
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West Hartford