Investment Policy Development

As a working document, we view and use each client’s investment policy as a continuous compliance and measurement tool.

Our investment policy process is designed around developing an integrated understanding of each client’s specific needs through the “co-authorship” of a dynamic plan. The ongoing result of this process is an understandable risk budget that can be used to implement an effective long-term strategy.

Strategic Asset Allocation

While we utilize several sophisticated tools that analyze various scenarios and strategies, we will never “hide behind” the models that we present.

The Bogdahn Group’s strategic asset allocation services are designed to maximize client involvement in the process in order to execute a policy that can be maintained over time. Truly effective asset allocation solutions must be “strategic” in nature but “dynamic” enough to react to secular changes and opportunities.

Manager/Strategy Evaluation

Our evaluation process promotes the development of “collective manager intelligence” by our research team leading to manager recommendations that are consistent and repeatable.

Our dedicated research team’s sole responsibility is to conduct due-diligence on current and prospective management strategies that can be utilized by our clients.

The open and ongoing manager due diligence process, which includes both qualitative and quantitative aspects, is focused on identifying managers and strategies that maintain a sustainable competitive advantage relative to their peers.

Performance Measurement & Reporting

The Bogdahn Group is dedicated to providing clients with detailed, accurate and timely presentation of their portfolio results.

Our technological commitment to the ongoing monitoring of portfolios allows us to offer fully customized performance reporting based on each client’s desired level of detail.

Defined Contribution Plan Advice & Guidance

In response to the growing world of defined contribution portfolios, we provide specialized advice, support and oversight of plan structures.

We work with the client and provider/administrator to ensure that each element of the plan from conversion, design, education, investment selection and ongoing monitoring is cost effective and efficient.