We view ourselves as being in the business of helping our clients develop and maintain successful investment programs. We provide a full range of investment consulting services and have worked on a wide variety of assignments with and for our clients. Our services cover all aspects of the investment of institutional funds except money management. Since we do not actually manage assets, we are able to provide objective analysis of investment policies and procedures for our clients. Our services include:

Development of Investment Policies/Asset Allocation and Asset-Liability Studies: We are the industry leader in helping clients develop investment policies via asset allocation and asset-liability studies. Our expertise extends to both sides of a plan’s balance sheet, namely, assets and liabilities.

Investment Manager Evaluation and Selection: Conducting over 1,000 manager visits a year, we monitor managers who represent virtually all credible firms in the institutional arena. Our process of quantitative and qualitative evaluation is unparalleled in the industry.

Performance Measurement and Monitoring: Our performance evaluation services, by design, help clients assess whether or not investment managers have “added value” through their efforts. Interpreting the results achieved, not simply reporting rates of return, receives significant emphasis.

Analysis of “Alternative” Investments: Hewitt Investment Group devotes considerable resources to researching alternative investment asset classes and managers. We focus on the practical risks to fund sponsors, and critically evaluate the nature of each alternative asset class for your investment program (i.e., diversifier versus total return).

Research Services: Hewitt Investment Group is dedicated to proactively providing our clients with valuable research. We have multiple facets to our research program, including weekly and monthly market commentary, white papers, and research special reports. <Back to Top>