|
|
|
ACCESS CONSULTING GROUP - TRUSTEES
Trustees, responsible for Public Employee Retirement System funds, face extraordinary challenges in today's increasingly complex financial markets. Escalating fiduciary responsibilities require Trustees to increase due diligence on the professionals providing services to their fund.
As a fiduciary, your best protection is to seek additional, objective data regarding the investment opportunities you are considering. ACCESS provides the added layers of research necessary to reduce your risk and increase the potential earnings of your fund.
ACCESS Benefits Trustees By:
Facilitating fiduciary responsibilities
Reducing risk
Increasing levels of due diligence
Providing in-depth comparative data
Providing additional knowledge of qualified Asset Management
firms and their teams
Enhancing fund performance potential
How it Works:
ACCESS steps into action as soon as a Trustee, Investment Advisor, or Consultant decides to hire a new Asset Management firm, whether solicited through an RFP or another search method.
ACCESS reviews the RFP to ensure that it goes only to appropriate, vetted Asset Management firms. RFPs will go to firms that are pre-qualified as compliant within a plan's specific requirements. ACCESS does not replace the Consultant, but rather adds an additional layer of due diligence in the screening process. This added step ensures that only the highest quality, pre-screened Asset Management Firms respond to the RFP, saving a Trustee time and reducing exposure to risk.
Too often, Asset Management firms do not respond to RFPs, RFIs, or DDQs because of lack of awareness or the inability to respond properly. ACCESS facilitates the proposal process by making sure that a Trustee gains access to the full market of appropriate respondents. ACCESS will assist your Consultants in identifying new firms, providing in-depth data (not always available in existing databases) and providing interviews with key money management executives.
|
|
|
|