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September 30, 2002 01:00 AM

[K] Profiles of investment management consultants

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    Kalson & Associates

    P.O. Box 1300, Newtown, PA 18940; phone: (215) 968-6851; fax: (215) 968-6605

    Services provided:

    Overall development of investment policies/objectives

    Overall development of appropriate asset allocation

    Manager selection: U.S. investments, global/international, real estate

    Performance measurement: U.S. investments, global/international, real estate

    Tax-exempt institutional clients with plan assets exceeding $50 million:

    Worldwide retainer clients 9

    U.S. retainer clients 9

    Corporate fund clients 3

    Public fund clients 4

    Foundation/endowment clients 2

    No. of defined benefit plans 6

    No. of defined contribution plans 1

    Worldwide non-retainer clients 1

    U.S. non-retainer clients 1

    Corporate 1

    Professional consultants 2

    Fees: Hard dollars

    Client contact: Grant Kalson

    Ronald A. karp Associates Inc.

    47 Maple St., Summit, NJ 07901; phone: (908) 522-1414; fax: (908) 522-1447

    Services provided:

    Overall development of investment policies/objectives

    Overall development of appropriate asset allocation

    Manager selection: U.S. investments, private equity/venture capital, hedge funds, real estate

    Performance measurement: U.S. investments, private equity/venture capital, hedge funds, real estate

    Manager database:

    Equity managers 200

    Fixed-income managers 100

    Alternatives 300

    Tax-exempt institutional clients with plan assets exceeding $50 million:

    Worldwide retainer clients 5

    U.S. retainer clients 5

    Corporate fund clients 2

    Public fund clients 1

    Union fund clients 2

    No. of defined benefit plans 4

    No. of defined contribution plans 4

    Worldwide non-retainer clients 5

    U.S. non-retainer clients 5

    Corporate 2

    Public 1

    Union 2

    Professional consultants 3

    Fees: Hard dollars

    Ronald A. Karp Associates Inc. has special expertise in alternative asset classes, including real estate, distressed securities and hedge funds.

    Client contact: Ronald A. Karp

    KPMG Investment Advisors

    345 Park Ave., New York, NY 10154; phone: (212) 758-9700; fax: (212) 872-3000; www.kpmg.com

    Services provided:

    Overall development of investment policies/objectives

    Overall development of appropriate asset allocation

    Manager selection: U.S. investments, global/international, private equity/venture capital, hedge funds, derivatives

    Performance measurement: U.S. investments, global/international, private equity/venture capital, hedge funds, derivatives

    Manager database:

    Equity managers 1,600

    Fixed-income managers 850

    Alternatives managers 400

    Tax-exempt institutional clients with plan assets exceeding $50 million:

    Worldwide retainer clients 34

    U.S. retainer clients 32

    Corporate fund clients 9

    Public fund clients 6

    Union fund clients 7

    Foundation/endowment clients 10

    No. of defined benefit plans 15

    No. of defined contribution plans 7

    Worldwide non-retainer clients 17

    U.S. non-retainer clients 16

    Corporate 5

    Public 2

    Foundation/endowment 5

    Union 1

    Other 3

    Professional consultants 10

    Fees: Hard dollars

    KPMG Investment Advisors has special expertise in integrating investment, actuarial, and employee benefit issues, as needed.

    Client contact: Neil Wolfson

    R.V. Kuhns & Associates Inc.

    805 S.W. Broadway, Suite 2200, Portland, OR 97205; phone: (503) 221-4200; fax: (503) 294-1409; www.rvkuhns.com

    Services provided:

    Overall development of investment policies/objectives

    Overall development of appropriate asset allocation

    Manager selection: U.S. investments, private equity/venture capital, hedge funds, real estate

    Performance measurement: U.S. investments, private equity/venture capital, hedge funds, real estate

    Manager database:

    Equity managers 1,321

    Fixed-income managers 488

    Other 1,531

    Tax-exempt institutional clients with plan assets exceeding $50 million:

    Worldwide retainer clients 156

    U.S. retainer clients 156

    Corporate fund clients 56

    Public fund clients 8

    Union fund clients 48

    Foundation/endowment clients 39

    Other fund clients 5

    No. of defined benefit plans 80

    No. of defined contribution plans 35

    Worldwide non-retainer clients 2

    U.S. non-retainer clients 2

    Public 2

    Professional consultants 10

    Fees: Hard dollars

    R.V. Kuhns & Associates Inc. has special expertise in alternative asset performance reporting, custodian tracking and public fund analysis reports.

    Client contact: Russell V. Kuhns

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    • Topics
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      • Opinion
      • Partner Content
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      • Russia-Ukraine War
      • SECURE 2.0
      • Special Reports
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    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
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      • 2023 Defined Contribution East
      • 2023 ESG Investing