Process Review

Chantico Global can assist investment committees, boards and investment staff with best practices from the formulation of an investment policy statement or process documentation to board and investment committee training and workshops. Clients have utilized our services to help evaluate best practices with regard to process issues from custodial services to separately managed accounts. We formulate policy risk ranges and limitations that are consistent with the client’s goals as well as document processes and procedures for succession planning purposes.

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Chantico Global offers an innovative approach to asset allocation in the following ways:

  • Macroeconomic narrative drives asset allocation models
  • Partnership with premier macro-economic research and strategy groups
  • Asset and sub-asset class analysis and exposure
  • Customization with control
  • Independent, conflict-free consulting

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We have built a strong framework to ensure consistency across multiple asset classes using macro consistent forecasted inputs.

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