Fourth Street Performance Partners - Institutional Investment Consultants

Asset Management Services

We assist you in developing a strategic asset allocation that meets your unique needs and objectives. Our consultants will draft a comprehensive Invesment Policy Statement customized for your organization. The manager search process we follow is the most objective and rigorous in the industry. Once your plan is in place, we monitor performance to ensure the ongoing success of your investment program. And because we have access to nationally ranked money managers at discounted fees and minimums, our clients can properly diversify in a cost-effective manner. We carefully document all investment decisions so that your plan complies with all fiduciary standards.

Defined Contribution / 401(k) Services

We assist your organization in evaluating and selecting the vendor most appropriate for your needs. Our consultants help select the number and types of options to offer within the plan, and conduct an objective manager search within the available investment universe. We will also draft an Investment Policy Statement, and monitor the investment offerings in your plan to ensure that your participants are being well-served. Most importantly, we document all aspects of your investment program to satisfy all fiduciary concerns.

Trustee Education

We offer fiduciaries and their advisors a one-day course entitled "Fiduciary Conduct, Investment Policy, and The Investment Management Process." The course is designed to help fiduciaries understand the prudent principals entailed by ERISA and other legal standards, as well as examine the factors controlling consistent long-term investment success. Investment policy, manager selection and review procedures, diversification and risk control are some of the issues covered within this education forum. The course has been approved for continuing education credits as well.

Asset Allocation Studies

Studies have shown that approximately 90% of long-term investment returns are derived from asset allocation decisions. Using proprietary software and five year capital markets projections, we are able to help you develop a strategicasset allocation that meets your return objectives and risk tolerance.

Fiduciary Audits

Our fiduciary audits are designed to examine all aspects of your investment program for compliance with ERISA. We objectively evaluate your Investment Policy Statement, manager selection procedures, and performance measurement process. A comprehensive report is delivered to the Investment Committee with our findings and recommendations.

Performance and Risk Analysis

Our consultants will thoroughly evaluate your investment manager in many quantitative and qualitative areas. We will compare your fund's performance against appropriate benchmarks, and also rank your manager against comparable managers. Your manager's portfolio will also be examined for risk. This performance and risk analysis is then presented to your Investment Committee, and we will draft minutes of this meeting for your records.

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