Description
Jeffrey Slocum & Associates, Inc. is an investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institutions overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, outsourced CIO fiduciary services, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. It employs quantitative and qualitative analysis to develop their recommendations. The firm caters to Healthcare systems, Endowments and foundations, Retirement plans, Insurance companies, Religious organizations, Native American tribal communities, and institutional clients in the United States of America and Canada. Jeffrey Slocum & Associates, Inc. was founded in 1986 and is based in Minneapolis, Minnesota.
Corporate Address
43 Main Street South East Suite 148 Minneapolis, MN55414 United States of America
United States of America
612-338-7020
Tags:
Investment Research, Research Development, Institutional Research, Management Research