VTL Associates, LLC provides an array of investment-consulting
services to its institutional clients. Services include:
1. Assistance in the Development of Investment Policy
1
· Achieve committee consensus and establish investment
objectives
· Establish policy constraints
· Establish procedures to ensure compliance with
policy constraints
· Define and establish guidelines for strategic asset
allocation targets
· Establish customized performance benchmarks
2. Strategic & Tactical Asset Allocation Advice
· Quarterly market commentary
· Recommended asset allocation strategy
· Customized expected returns for each asset class
and total portfolio utilizing Modern Portfolio Theory
3. Customized Asset/Liability Analysis
· Cash Flow Analysis
· Deterministic Outcome Analysis
· Stochastic Outcome Analysis
4. Manager Selection
· Customized manager searches
5. Portfolio Analytics
· Portfolio analysis reports (portfolio characteristics
report)
· Asset allocation analysis
· Performance attribution analysis
· Universe comparisons
6. Performance Measurement and Reporting
· Customizable performance reports
· Detailed quarterly reports & monthly flash
reports
· Absolute and risk-adjusted performance reports
7. Manager Evaluation
· Evaluation of current and potential investment
managers
· Manager profile report
· Investment managers’ universe ranking
