Watson Wyatt Investment
Consulting
4170 Ashford Dunwoody Road, N.E., Suite 432, Atlanta, Ga. 30319-1466; phone: (404) 252-4030; fax: (404) 250-9679
Watson Wyatt Worldwide provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S.investment, global/international, venture capital, derivative and GIC manager selections, performance measurement and additional analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering specific investment options, guidance on the hiring of record keeping service providers and investment education/communications programs for employees.
The firm tracks 15 GIC providers, 2,637 equity mutual funds, 3,598 fixed-income mutual funds and 775 money market mutual funds.
The firm has special expertise in defined contribution plan investing, multinational plan investing, asset/liability modeling and portfolio structure.
Of the 235 tax-exempt clients on retainer, 167 are corporate, 33 are public, 18 are union and 17 are foundation or endowment funds. There are 26 professional consultants. Fees are payable in hard dollars.
Perry Johnson, Bruce Kosakowski, Phil Schneider, Carolyn Smith and Ruth Falck are client contacts.
Wellesley Group Inc.
800 South St., Waltham, Mass. 02154; phone: (617) 891-3636; fax: (617) 893-6872
Wellesley Group Inc. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; U.S. investment and global/international manager selections, performance measurement and additional analysis; and venture capital manager selections and performance measurement.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering specific investment options and guidance on the hiring of record keeping service providers.
The firm has special expertise in asset allocation, peer group studies and performance attribution.
The firm provides performance measurement and attribution analysis to the investment management industry.
There are eight professional consultants. Fees are payable in both hard and soft dollars.
Ned A. Joachimi is client contact.
Wilshire Associates Inc.
1299 Ocean Ave., Suite 700, Santa Monica, Calif. 90401; phone: (310) 451-3051; fax: (310) 458-6936
Wilshire Associates Inc. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S. investment, global/international, venture capital, LBO, private investments, derivative and GIC manager selections, performance measurement and additional analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering specific investment options and guidance on the hiring of record keeping-service providers.
The firm or a subsidiary offers mutual funds to 401(k) sponsors.
The firm tracks 4,000 equity mutual funds and 3,000 fixed-income mutual funds.
Of the 88 tax-exempt clients on retainer, 51 are corporate, 26 are public and 11 are foundation or endowment funds. The firm also provided services to 18 non-retainer tax-exempt clients during the past year, of which 17 were corporate and one was public.
There are 13 professional consultants. Fees are payable in both hard and soft dollars.
The firm provides the following investment vehicles: Private Markets.
Stephen L. Nesbitt is client contact.
Wurts & Associates
999 Third Ave., Suite 3650, Seattle, Wash. 98104; phone: (206) 622-3700; fax: (206) 622-0548
Wurts & Associates provides overall development of investment policies/objectives, overall development of appropriate asset allocation; U.S. investment, global/international, venture capital, private investments, derivative and GIC manager selections, performance measurement and additional analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering specific investment options, guidance on the hiring of record keeping service providers, investment education/communications programs for employees, and ongoing option performance evaluation. It has four professionals working solely on the needs of 401(k) plans.
The firm tracks 25 GIC providers, 1,200 equity mutual funds, 850 fixed-income mutual funds and 1,100 money market mutual funds.
The firm has special expertise in 401(k) option selection and asset/liability modeling for defined benefit plans.
Of the 132 tax-exempt clients on retainer, 68 are corporate, six are public, 32 are union and 26 are foundation or endowment funds. The firm also provided services to 14 non-retainer tax-exempt clients during the past year, of which nine were corporate, two were union and three were foundation or endowment funds.
There are seven professional consultants. Fees are payable in both hard and soft dollars.
Tax-exempt retainer clients include Airborne Express, Children's Hospital, Seattle City Employees and Southern California IBEW.
William W. Wurts, Jeff Stevens and Dale Maclean are client contacts.
Yanni Bilkey Investment
Consulting Co.
2500 Grant Building, Pittsburgh, Pa. 15219; phone: (412) 232-1000; fax: (412) 232-1055
Yanni Bilkey Investment Consulting Co. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, venture capital, private investment, derivative and GIC manager selection, performance measurement and additional analysis.
The firm also offers asset/liability analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, guidance on the hiring of record-keeping service providers and investment education and communications programs for employees.
The firm tracks 40 GIC providers, 375 equity mutual funds, 120 fixed-income mutual funds and 110 money market mutual funds.
The firm has special expertise in the hospital industry and cash management performance measurement and manager selection. It provides specialized performance measurement databases to the investment management industry.
Of the 160 tax-exempt clients on retainer, 45 are corporate, 10 are public, 15 are union and 25 are foundation or endowment funds. The firm also provided services to eight non-retainer tax-exempt clients during the past year, of which three were corporate, two were public, one was union and two were foundation or endowment funds.
There are 11 professional consultants. Fees are payable in both hard and soft dollars.
Tax-exempt retainer clients include Cooper & Lybrand, Duquesne Light, Carpenters of Western Pennsylvania and Unihealth America.
James E. Yanni is the client contact.
