Institutional investors face many unique issues, and Baird’s professionals offer solutions based on experience and deep expertise. We understand that members of endowment, foundation, benefit and other investment committees have a significant responsibility with respect to the assets under your care and you may not have the time, resources or expertise required to develop, implement, and monitor a disciplined, long-range investment strategy.
That's where we can help. Baird is able to take an independent, unbiased, and consultative approach to seeking out effective investment solutions. Investment Consulting Services employs state-of-the-art technology and investment knowledge to deliver the same kind of disciplined decision-making process that institutional investors have employed for decades in managing their investments.
Baird’s broad network of industry expertise and objective approach to investment advice uniquely position us to help endowments, foundations, defined benefit plans and defined contribution plans develop and implement investment policies aligned with their unique goals and objectives. Our capabilities include the development of an appropriate investment policy, implementation of the investment policy and ongoing monitoring of the asset allocation and investment managers relative to the objectives established in the investment policy statement, as well as asset management.
Investment Policy and Asset Allocation Strategy
We draw on the knowledge of our in-house experts to develop an asset allocation strategy designed to help your group reach their investment objectives. We work closely with you to create investment policy guidelines that will help ensure that your plans remain consistent with your organization’s goals through the changes that come over time.
Investment Manager Selection
We apply stringent evaluation criteria to manager candidates before making our recommendation. Our dedicated team of analysts utilizes best-in-class quantitative tools and performs rigorous qualitative reviews to give us insight into management teams’ various strategies, styles and performance.
Performance Monitoring and Due Diligence
Baird’s oversight of your organization’s asset allocation structure and investment manager relationships is ongoing. We regularly review your asset allocation and investment policy guidelines and monitor your managers’ investment performance relative to the established benchmarks.
For more information on Baird’s Institutional Consulting services, contact .
For institutions seeking specific investment expertise in the area of equity and fixed income investment management, Baird’s own nationally recognized Asset Management teams successfully manage billions of dollars for a broad range of institutional clients across the nation.