Gurtin Fixed Income has a deep expertise in working with independent investment consulting firms. We have actively worked with leading consulting firms to develop the following capabilities:
We have developed technology and reporting capabilities to meet the sophisticated needs of independent investment consulting firms. In addition to our ability to develop customized ad hoc reporting, we provide detailed performance and analytics reports on a monthly basis to give consultants a transparent and informative overview of each portfolio we manage.
As independent investment consultant firms bring on new clients, we often help them review and analyze fixed income portfolios. We provide an objective detailed review of the holdings, and we provide our recommendations based upon our investment philosophy.
For clients of investment consulting firms, we act in a Treasury capacity, ensuring portfolios are appropriately managed in light of high volumes of wires to meet capital commitments and other client needs. Our Client Funding Specialists actively coordinate with our Portfolio Managers to keep funds fully invested until wires are executed to maximize yield in the portfolios. Unlike many other Treasury services providers, we will accept notification for the wire transfers when it is convenient for the client, many times well in advance of the actual wire, and we will manage the portfolios accordingly.
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