Manager Analysis

 

Manager Analysis Services

Strategic Investment Advice

 

  Tactical Investment Decisions

 

    Depth of Investment Experience

 

      Traditional and Alternative

        Investments

Summary of Services Offered


Manager Diligence

Manager diligence lies at the heart of MAS's consulting business, and MAS's senior analysts have reviewed over 2,000 managers in their professional experience.  We help investors source, analyze, assess, invest in, monitor, and terminate investments in managers.


OCIO Search and Evaluation

MAS can direct an OCIO search on your behalf that is both comprehensive and independent.  We provide you with reliable evaluations and advice you on the strengths and weaknesses of each provider.  We also assist in fee negotiation on your behalf.  We can assist with periodic evaluations of existing OCIO providers as well.  We also performance governance reviews as per client requests.


Pension Assessments

We evaluate the portfolio construction, service providers, and infrastructure of pension plans and hedging portfolios.  We also team with experienced actuaries depending on scope and clients' needs.


Family Office Advisory 

MAS offers a variety of investment services to family offices centered around portfolio construction and analysis of fund investments.  Given the bespoke nature of each family offices, our services are customized to address their specific current as well as future needs.   

 

Specialized Investment Projects/Capital Market Advisory

MAS assists institutional investors in pursuing specialized investment strategies in agriculture and in emerging markets, by conducting due diligence and feasibility studies, setting up appropriate partnership vehicles, and monitoring project performance.  On a selective basis, MAS has advised clients on capital markets transactions, including advising on the sale of a $500MM bond portfolio, and advising on M&A efforts in the asset management industry.


Your Challenges?

The Manager Analysis Services team is ready to help resolve any of your investment challenges.  Rest assured that all work will be performed by the firm’s principals and animated by our pledge to help our clients achieve optimal outcomes and provide actionable advice.