services

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.

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 FeesEnhance/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

  • 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

  • Investment Management Fee Analysis

  • Track Investment Manager Performance, Activities and Alternative Managers through internal & external databases

DEFINED BENEFIT

Standard Valuations provides both investment consulting and performance measurement services in a non-discretionary compacity. Through our qualified and experienced consultants, we customize our process to meet the specialized needs of our clients.

Goals & Objectives

  • Discussions surrounding the following topics help build the Asset Allocation and Investment Policy Statement

  • Short and Long-term needs of the plan

  • Cash Flow

  • Liquidity needs

  • Investment return objectives

  • Risk tolerance of the Trustees

ASSET ALLOCATION

  • Built specific based upon the Goals and Objectives of each individual client

  • Utilizing data from over 30 different investment managers and consultants to create an unbiased view and expectation of how different markets might perform

PORTFOLIO MONITORING (cont.)

  • We were the industry leader in monitoring individual trades the U.S. Equity managers were making, tracking the quality and cost of each trade

    • This analysis has helped with the industry moving from trade commissions in the 7-10 cents per share to 2.3 cents per share

INVESTMENT POLICY STATEMENT

  • Development customized based upon the Goals and Objectives

  • Provide long term strategic goals with the ability to make tactical adjustments in the short term

  • Ongoing review of portfolio compliance with IPS

  • A copy is included at the front of all quarterly reports

PORTFOLIO MONITORING

  • Monitor performance of your Total Portfolio to similar sized plans in your industry and against a benchmark customized specifically for your portfolio

  • Monitor performance of each individual investment manager against their peer group and benchmark

FEE NEGOTIATION

We utilize Investment Metrics Fee Analyzer database to help our clients monitor their investment manager fees. This provides leverage while negotiating appropriate fee structures

DEFINED CONTRIBUTION

Standard Valuations has been providing investment consulting services to participant directed defined contribution plans for many years. Our expertise in this space has led to Annuity plans hiring us on a project basis to facilitate their current Record Keeper review, RFP and transition processes. Our services include but are not limited to the following

  • Investment Policy Statement Development and Review

    • A copy is included at the front of all quarterly reports

  • Building an appropriate investment line-up that suites the needs of the participants

  • Assisting the Record Keeper in the Plan review and how best to engage the participants with information and education

  • Liquidity needs

  • Monitoring Performance of investment options against benchmarks

  • Plan Level Fee Analysis

  • Trustee Education

INVESTMENT MANAGER RESEARCH

Determining which investment manager is right for the plan is key to success. Standard Valuations works with the plan to find the right managers.

  • Following a consistent and proven process for selecting appropriate investment managers

  • Investment managers will have undergone quantitative and qualitative due diligence

  • All research is handled by our investment consultants. This is unique as the consultant working with you will have firsthand knowledge of the firm and process of each investment manager working for your plan

  • Ongoing due diligence on managers to ensure compliance with their investment process and any potential firm changes

PERFORMANCE MEASUREMENT

Knowing how your investments are performing is key to any plan. Standard Valuations has been providing performance measurement services for many years.

  • 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

  • Investment Management Fee Analysis

  • Track Investment Manager Performance, Activities and Alternative Managers through internal & external databases

PERFORMANCE

OBJECTIVITY

  • 100% independent Investment Consulting Firm

  • Our only businesses are

    • Institutional Investment Consulting

    • Investment Performance Measurement

  • Providing Research for deliberation regarding asset allocation, plan structure and investment manager selection

  • We are true to our original mission of assisting Trustees in their Fiduciary responsibilities

  • Independent, objective analysis of investment managers

  • Independent, objective research and consulting

INSIGHT

  • Standard Valuations focus mirrors that of our clients’ long term goals

  • Our consultants have an intimate knowledge of the special needs and concerns of Pension, Health & Welfare and Annuity Funds

ACCURACY & CLARITY

  • In addition to a consultant, each client is assigned a Performance Analyst who oversees the production of reports

  • Every transaction is analyzed and audited by multiple analysts for accuracy prior to completion

  • We have an ingrained system of peer review and analytical scrutiny

  • Our report design reflects our commitment to provide the Trustees with the appropriate information needed to make informed decisions