Our experts help you establish a clear role for your institution's investments, and develop an effective plan for their stewardship.
Activities in the invested asset arena focus on building and managing an invested asset chassis that drives returns while remaining within appropriate risk parameters codified under the institution’s Investment Policy Statement. Articulating a clear role for cash investment and its responsibilities to the operation is paramount for establishing appropriate expectations and guardrails.
We are not investment advisors. Rather, our work aims to enhance investment advisory efforts by validating your organization's approach to deploying invested assets. We can assist in:
- Identifying the role of cash and investments. Applying a disciplined construct, Kaufman Hall guides your institution in articulating a clear role for investments and establishing guideline constraints, such as risk and liquidity tolerances
- Selecting investment advisors. Our experts help you navigate the process of choosing investment advisors who will best serve the organization’s interests
- Analyzing surplus return/ALM. Employing advanced analytics, we study the relationship of your operating performance, invested asset positions, and capital structure obligations. When coupled with an Enterprise Resource Allocation framework, this analysis ensures sustained improvements
We believe in framing invested asset decisions with full consideration of broader institutional needs, thus enabling executive management, trustees, and advisors to make informed decisions that comprehensively benefit the enterprise.
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