Financial Institutions

Our services for financial institutions include:

 
  • CIOutsource™
  • Tax Efficiency Analysis
  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Fee Analysis & Negotiation
  • Ongoing Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Electronic Retention of Meeting Notes
  • Custodial and Vendor Search
  • Best Practices & Benchmarking
  • Fiduciary Report Cards
  • Committee / Advisor Education

Financial institutions are often pressed for time and resources, trying to meet the expectations of their clients while also attempting to grow their own business practice. How do you conduct research and uncover innovative investment classes and strategies? How extensive and up-to-date is your money manager database? What is your due diligence process for keeping up with new offerings?

DiMeo Schneider & Associates, L.L.C. provides robust research on money managers, asset allocation strategies, financial market trends, and other topical issues while incorporating proprietary tools such as our Frontier Engineer™ and Portfolio Engineer™. More importantly, we help financial institutions by gaining a deep understanding of their objectives for the program. We appreciate that any successful offering must not only be high quality but also profitable to the institution. We “get it” and use our expertise to create and negotiate effectively on our client’s behalf.

Our solutions are tailored to the unique needs of financial institutions and their clients. Leveraging the same analytical tools we use with our large institutional clients and private families, financial institutions gain access to a broad range of investment options. In doing so, they (as well as their clients) receive practical, conflict-free advice necessary in achieving a prosperous future.

Contact Chad Tischer, Principal, for more information.

Investors often adopt arbitrary strategies when rebalancing portfolios, which can lead to unpleasant side effects. The Portfolio Engineer™ mitigates these issues by creating an objective, systematic and prudent process for determining when a portfolio should be rebalanced. As a result, rebalancing is performed less frequently, producing savings on implicit and explicit trading costs. Historically, the Portfolio Engineer™ has generated excess risk-adjusted returns compared to other traditional rebalancing methods.

While recent market turmoil has made “non-normal” returns a popular topic, our proprietary Frontier Engineer™ was developed years ago to help clients better understand “fat-tail” events. Nobel Prize winner Dr. Harry Markowitz created a method for determining optimal portfolio allocations in the 1950’s. The Frontier Engineer™ improves upon Markowitz’s framework by incorporating “forecast uncertainty.” Furthermore, it reduces the consequences of estimation error and creates practical, battle-tested asset allocation output. Frontier Engineer™ portfolios tend to be more broadly diversified and intuitively appealing. They have historically offered better risk-adjusted returns profiles.