Hedge Fund Focus

Pension Consulting Alliance, Inc.

• Website: http://www.pensionconsulting.com/
• Location: Oregon, California, New York, and Illinois
• Phone: +1 503.226.1050
• Regulations:
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Description From Website:

PCA is a full-service investment consulting firm providing a comprehensive range of services to our clients across all major asset classes.

General Investment Consulting Services

Strategic Planning

• Goals and objectives
• Asset allocation
• Asset/liability studies
• Investment policy
• Investment structure (global, international, and domestic)

Performance Measurement

• Performance attribution
• Third party verification of performance results

Portfolio Analytics

• Domestic and non-dollar equity and fixed income portfolios

Manager Search

• Global, international, and domestic
• Object process-oriented approach

Fund Operations and Management Assistance

• Fee analysis and negotiation (at client’s request) for all service providers
• Legislative or administrative testimony and/or support
• Specialized training programs
• Increasing fee income (securities lending, credit enhancements, stand-by fees, etc.)
• Trading cost controls reviews and analysis (includes soft dollar policies)
• Transaction cost reviews (private placements, equity and fixed income portfolios)
• Proxy voting policies

Research

• On-going research and topical reports both domestic and international markets
• Divestiture review and analysis
• Emerging market reviews
• Emerging product analysis
• Currency hedging strategies
• Non-dollar custody issues
• Benchmark and indices reviews and analysis
• Surveys of domestic and foreign investor attitudes toward global/international investment issues

Alternative Investment Consulting Services

PCA has developed an expertise in providing customized alternative investment consulting services. PCA believes that a private equity portfolio should be constructed specifically to meet a client’s objectives given their level of risk tolerance, and should also include the full opportunity set in the private equity marketplace. As our firm does not have any fund-of-funds or discretionary separate accounts, we believe that PCA is well positioned to view the entire marketplace and spectrum of opportunities without conflict on behalf of our clients. In addition, we have significant experience developing customized investment policies that outline the roles and responsibilities of the unique structures.

Strategic Planning

• Development of goals and objectives
• Development of investment policies

Investment Strategy

• Investment structuring
• Commitment Pacing

Market Assessments

• Annual Private Equity Market Overview

Product Assessments

• Buyouts
• Special Situations
• Distressed
• Mezzanine
• Venture Capital
• Natural Resources
• Hedge Fund-of-Funds

Product Search and Due Diligence

Performance Measurement and Analysis

Economically-Targeted Investments

• Development of goals and objectives
• Development of investment policies

PCA’s approach is client-centric, highly customized, and focused — we recognize the additional scrutiny placed on institutional clients.

As a full service consultant, PCA provides advice and expertise that covers all aspects of our clients’ needs and investment processes.

PCA’s corporate vision is to bring the best leading edge thinking to its clients. To do this, PCA relies on “alliances” to serve our clients when necessary.

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