What We Do

Standard Valuations, Inc. provides both institutional investment consulting and performance measurement services. Through our qualified and experienced consultants, we customize your services to meet the specialized needs of our clients. We meet with our clients regularly, or on an “as needed” basis, depending on their wishes and needs.

Primary Components of our services:

Investment Consulting

• Enhance/Assist/Ensure Fiduciary Compliance of Fund Trustees
• Establish an appropriate and specific Investment Policy
• Asset Diversification & Allocation Recommendations
• Investment Manager Research & Selection Process
• Negotiate Appropriate Investment Manager Fees

Performance Measurement and Reporting

• Investment Manager Compliance to Investment Policy
• Asset Allocation
• Performance Summary
• Investment Manager vs. Appropriate Benchmark
• Investment Manager vs. Peers
• Identification of all relevant Cash Flows
• Risk vs. Return Analysis
• Equity Transaction Analysis (Purchase & Sales)
• Investment Management Fee Analysis
• Track Investment Manager Performance, Activities and Alternative Managers through internal & external databases