Institutions
Endowments, Foundations, Trusts, Retirement Plans and Societies
Through our experience, we understand the importance of integrating the Mission Statement (the Vision of the institution) and the Investment Policy Statement (the feasibility of funding). Neither can be neglected, and both are of equal importance. One of the key advantages of working with Argentum is our ability to provide organized, concise, and understandable consolidated statements and performance measures. Our division focuses on service and availability, allowing the client to define our boundaries as we construct a highly customized plan together. Prospective clients should click the "Contact Us" tab in the navigation menu.
Argentum Institutions Services:
- Mission Statement, Investment Policy Statement, and Asset Allocation: Development, review, and integration of the Mission Statement, IPS, Asset Allocation Policy and other desired mandates
- Request for Proposals: Creation of customized questions for the 'Request for Proposal' process
- Manager Selection: Interviews and evaluation of institutional investment managers for manager selection
- Portfolio Construction: Objective, unbiased portfolio construction and management
- Detailed Analyses: Comprehensive and highly detailed analysis including mean-variance analysis to project volatility and maximum probably loss consistent with desired returns as well as monitoring of manager risk characteristics, rather than only returns
- Consolidated reporting: Consolidated performance measurement and reporting
- Benchmark of Manager Expenses: Incorporation of fee and/or trading cost analysis into strategy formulation and manager selection
- Trust Services: Custom tailored client trust services
