Becker, Burke Associates

Performance Evaluation

Investment Policy/
Asset Allocation

Manager Structure
Analysis

Investment Manager
Searches

Custodian Searches

Special Research Studies

Education & Training

Evaluation of Trading
Costs

Commission Recapture Consulting

401(k) & 457 Consulting

Investment Policy/Asset Allocation

The process we use to recommend an investment policy/asset allocation strategy for your fund is to review thoroughly all the factors which can affect or be affected by the investment performance of the assets. We integrate these factors into a comprehensive and understandable decision-making framework. The resources we use include our knowledge of the key issues involved in developing asset allocation policies, your knowledge of the fund in terms of risk tolerance and investment horizon.

In our asset allocation/investment policy process, we:

Establish long term goals and objectives.
Develop risk guidelines that offer an acceptable likelihood of achieving the objectives.
Optimize the risk-return characteristics using proprietary computer models.
Communicate the guidelines and the objectives to the investment managers.

Our breadth of experience will give you a logical framework for setting asset allocation policies for your fund. We help define meaningful objectives that take the interests of all concerned into account, and develop realistic guidelines for achieving these objectives.