our ResEARCH

We are happy to provide samples of our research as well as information on selected research topics for your further review.

We do proprietary research and custom projects for Public Funds, Foundations, Endowments, Investment Managers and Consultants with a focus on Liability and Risk Management, Asset Classes, Investment Strategies, Emerging Manager and Broker Programs.

Our network of Research and Consultant Partners provide useful insights on issues frequently confronting Plan Sponsors and Investors.

Our Plan Sponsor Studies probe relevant issues that impact both Plan Sponsors and their members to provide unique insights and viable solutions. 
OTHER RESEARCH


examples include:      


  • Analyses of a number of Public Funds' funded status including:        State of Pennsylvania Funds, New Orleans, Louisiana; Lexington, Kentucky; Detroit, Michigan and others
  • Asset Allocation Studies
  • Asset Liability Management Analyses
  • Company Research
  • Company Research Forums
  • Emerging Manager Studies
  • Brokerage Analyses​
The May 2017/2018 Report by HARVARD BUSINESS SCHOOL PROFESSOR JOSH LERNER on "Diversity in the Asset Management Industry" was commissioned by the $6B Knight Foundation.  Professor Lerner's firm, Bella Research Group, is an institutional consulting firm studying the utilization of Minorities and Women in the asset management industry.

You can download the summary below by clicking "Download File". 

For a copy of the full report and our analyses and summary, please contact us directly.
2017_knight_foundation_report_diversifying_investments__final_.pdf
File Size: 335 kb
File Type: pdf
Download File