Investment fund sponsors are becoming acutely aware of the increased pressures of oversight in managing institutional assets; the pressure to seek greater absolute returns in a what many pundits predict will be an environment of modest returns, the expanding regulatory scrutiny and regulations to observe, the flow of new and ever more complex investment products, and the need to adjust their funds tactically to rapid market changes.

Many fund sponsors have decided to outsource these burdens and many others are considering doing so. DeMarche, has established an affiliate company, Discretionary Management Services, LLC (DMS) that is uniquely equipped and experienced to help you. DMS provides solutions to many of the problems facing fund sponsors while still providing the flexibility to determine portfolio risk and retain strategic vendors.

Discretionary Discretionary Management is an extension of the traditional consulting role. After consulting with the client to arrive at a suitable asset allocation, the primary driver of an investment program’s success, DMS assumes responsibility for implementing the strategy. We would be responsible for all manager selections/terminations and for tactical shifts around the long-term asset allocation targets as well as ongoing due diligence.