A Disciplined
Institutional Framework

Whether you are looking to reduce expenses, enhance return potential or align your mission with your investments, Graystone is your strategic partner. Our robust, holistic process has been used with institutional investors for more than 40 years. It begins and ends with you. We take into account your goals, risk parameters and specific circumstances as we implement each stage of our proven and disciplined process.

A Comprehensive Institutional
Consulting Process

Organizational Assessment

Our relationship begins with a conversation. We will gain a thorough understanding of your organization's mission and history, investment objectives, asset/liability structure, liquidity requirements, time horizon, risk tolerances and overall financial conditions.

Investment Policy Statement Review

We evaluate your Investment Policy Statement to ensure suitable benchmarks and procedures are aligned with your objectives. This includes confirmation that your asset allocation strategy diversifies your portfolio across appropriate asset classes and investment categories. We work to align the advice and guidance we provide with the mission of your institution.

Asset Allocation Study

We leverage the work of our firm's Global Investment Committee to assist in creating a custom asset allocation tailored to your investment constraints and risk considerations.

Investment Manager Evaluation

Our open architecture manager selection process has access to over 2,700 investment strategies thoroughly vetted by the firm's Global Investment Manager Analysis team. In addition, when acting as a fiduciary, Graystone consultants have the ability to conduct due diligence on managers retained by a client not otherwise covered by our firm's manager due diligence team.

Reporting and Communication

We work with your investment committee to provide performance measurement and risk analysis. Our sophisticated performance reporting tools enhance customized reports to meet the needs of your organization. We will present your investment results, as well as relevant topics of interest at committee board meetings as often as you wish.

Ongoing Review and Analysis

Effective portfolio management never ends. We regularly review your investment policy and investment selections and keep your committee well-apprised of performance.

Three people talking on a bench in an office lobby
We create a custom investment program
to help you address the complexities of
today's economic challenges.

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