The Hyas Group takes a direct, active approach to all consulting mandates. We seek to simplify, to the extent possible, the processes needed to make our relationships successful. We provide the following comprehensive services:
DB Consulting Services
Asset allocation/liability study
- Conduct asset allocation study
- Review optimal allocation for specific portfolios
- Establish appropriate portfolio benchmarks
Investment Policy Statement review and maintenance
- Confirm investment goals and objectives
- Review investment guidelines
- Establish investment performance review and evaluation criteria
- Assist the Board/Committee in adherence to policy
- Provide recommendations for course of action to address policy concerns
Performance reporting
- Provide comprehensive plan review
- Present market overview, including fixed Income, domestic and international markets
- Provide performance reporting versus appropriate benchmarks
- Assess investment policy adherence
Overall portfolio analysis and recommendations
- Analyze investment manager(s) using quantitative and qualitative research tools
- Determine investment overlap and/or under-weighted asset classes
- Offer recommendations for option/asset class changes and implementation strategy
- Assess overall client objectives and market driven factors
Investment manager searches
- Initiate comprehensive data collection and review
- Define appropriate screening criteria
- Assess performance and tracking error
- Provide risk and return analysis
- Identify suitable investment manager candidates
- Present results to Board and offer recommendation
- Negotiate terms with investment managers
Investment option transition services
- Review timing and implementation
- Facilitate necessary agreements between investment management and/or custodian