Objective and experienced support in sourcing the best investment partner suited to your organization’s needs while developing strategic approaches to deploy invested assets and creating the right infrastructure for managing those assets.
Investment Consultant Search Services
Our team will assist you in defining your organization’s key objectives and requirements, then construct a custom search process tailored to your specific needs. We provide extensive leverage for management measured in both time and dollars.
Our Approach:
- Review and Assess the Current Investment Platform
- Define the Role of the Investment Consultant and Establish Key Criteria
- Develop a Custom Search Process Suited to Your Needs
- Educate Internal Stakeholders and Garner Consensus for the Process
- Execute Your Search in an Objective Manner
- Distill Data Thoroughly and Summarize Succinctly
- Facilitate an Informed Decision
Our Value Proposition:
- Leverage for Management: In-depth, objective process executed by KHIM. Preserves your time and focus for evaluation and decision-making.
- Experienced Consultant Leadership: Consultants focused on not-for-profits providing summarized deliverables to support your decision and governance education to garner stakeholder consensus.
- Reputation: KHIM has cultivated a reputation based on open, fair and frequent communication with both internal and external stakeholders. We make ourselves available – believing quality communication leads to exceptional outcomes.
- Process Customization: A process entirely catered to your objectives rather than boiler-plate questions or RFP templates
- Thorough Review Process: Conduct a multi-angled analysis to prompt discussion
- Objective Execution: We work with you upfront to align priorities, then advocate on your behalf asking the fair but difficult questions and providing an impartial third-party viewpoint. We are agnostic to the ultimate firm selected as long as your objectives are met.
Investment Platform Design & Assessment Services
Our team assists clients in holistically evaluating the deployment of investments across their organization and recommending improvements as needed. This work includes assistance with merger integrations, governance & oversight reviews & best practices, Investment Policy Statement reviews, assistance in the consolidation and/or creation of asset pools, review of management and staffing model approaches, assistance in determination of in-house vs. outsourced support of investment functions, third-party fee analysis, and other support relevant to investment strategy, management and/or operations of the organization, including third-party support.
Our Approach:
- Establish Investment Platform Philosophy and Role of Investments
- Define Parameters at Both Strategic and Operational Levels
- Identify Gaps in Current Approach
- Develop “Aspirational” View of Investment Platform
- Determine Optimal Balance of Responsibilities for Investment Functions
- Review Implications for Staffing Model (Insourcing vs. Outsourcing)
- Define Implementation Roadmap
With our deep and multi-disciplinary approach, our senior team of experts ensures that partnerships are driven by solid strategic and financial principles.
Bobby Bruning is a Senior Vice President with Kaufman Hall’s Treasury and Capital Markets practice. He provides strategic and analytical support for not-for-profit hospitals, health systems and other not-for-profit organizations nationwide.
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