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
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
