Overview

Research

For Money Managers

Asset Allocation:  Key Determinant of Risk and Return.

• The Frontier Engineer™ Asset Allocation Methodology:

Traditional Asset Allocation Models suffer from many well documented problems.  DiMeo Schneider & Associates’ proprietary Asset Allocation Model, The Frontier Engineer™, seeks to reduce the consequences of estimation error and create practical, battle-tested asset allocation output.  See the following 1 page summary.  (For more information, please contact Matt Rice at 312-853-1000.)

• The Portfolio Engineer™ Portfolio Rebalancing Methodology:

Traditional rebalancing methods have several unpleasant side effects.  DiMeo Schneider & Associates’ proprietary portfolio rebalancing model, The Portfolio Engineer™ creates an objective, prudent method of determining when to rebalance a portfolio.  See the following 1 page summary.  (For more information, please contact Matt Rice at 312-853-1000.)

• The Liability Engineer Asset-Liability Methodology:

For investors seeking to optimize relative risk-adjusted returns (relative to liabilities), our proprietary Liability Engineer model, seeks to reduce estimation error and create practical, battle-tested asset allocation output.  See the following 1 page summary.  (For more information, please contact Matt Rice at 312-853-1000.)

• Ten-Year Capital Markets Forecasts

Not available to the general public.  Please call Matt Rice (312-853-1000) at DiMeo Schneider & Associates, LLC if you are interested in obtaining our updated ten-year asset class return, risk and correlation forecasts for the following asset classes.*

• Intermediate US Bonds
• Inflation Indexed US Bonds
• High Yield US Bonds
• Foreign Bonds
• Large Cap US Equities
• Mid Cap US Equities
• Small Cap US Equities
• Real Estate Investment Trusts
• Foreign Developed Equities
• Foreign Emerging Market Equities
• Commodity Futures Index

*We reserve the right not to provide it.

Alternative Asset Class (and Strategy) Information:

Not available to the general public.  Please call (312-853-1000) or e-mail (mrice@dimeoschneider.com) Matt Rice at DiMeo Schneider & Associates, LLC if you are interested in obtaining information on alternative asset classes (and strategies).

• Hedge Funds (and Fund of Funds)
• Timberland
• Private Equity
• Private Real Estate
• Energy Infrastructure MLPs
• Broad Infrastructure Investments