Investments

 

DMSI is an experienced, unbiased information source providing clients with accurate information, reliable services and reasonable recommendations necessary to enable them to make prudent decision concerning the assets they control. We listen to the client’s needs and make recommendations based on the needs of our clients and objectives. We provide investment education to trustees and employees. We also assist our clients, in:

Setting Investment Objectives

 

• Determine Cash Flow Needs & Time Horizons
• Determine Asset Classes To Be Used
• Set Asset Mix Parameters
• Determine Desired Investment Manager Characteristics
• Set Investment Manager Guidelines

Investment Manager Search & Selection

 

• Search
  • Screen Prospects for Desirable Risk/Return Features
  • Edit Prospects for Style Characteristics
  • Recommend Qualified Investment Managers
• Selection
  • Present Pertinent Data to Trustees
  • Interview Investment Managers
  • Recommend Investment Manager(s)

 

Cost Containment

 

• Monitor Commissions
• Negotiate Custodian Fees
• Negotiate Investment Management Fees
• Negotiate Commission

 

Asset Allocation

 

• Quantify Risk Tolerance Level
• Develop Long Term Policy
• Recommend Periodic Adjustments
  • Adjust Asset Classes
  • Rebalancing Within Asset Classes
• Rebalancing Among Investment Managers

 

Performance Measurement & Evaluation

 

• Measurement
  • Absolute Time Weighted Return
  • Risk Analysis
  • Asset Allocation Analysis
• Evaluation
  • Relative to Investment Objective
  • Relative to Established Indices
  • Relative to Inflation