The Alternative Imperative: Evolving Portfolios for Modern Markets – Nordovest …
The ROI: Better decision-making, stronger governance, and measurable improvements in portfolio outcomes. The initial engagement alone typically saves a minimum of 10x the annual advisory fee through optimized portfolio decisions, with no risk, no portfolio changes, just a modest commitment of time. That’s just the starting point for ongoing value creation.
Many Pension Plans face critical decisions where they need senior CIO level expertise but can’t justify an increase in permanent headcount or costs. NordoVest provides experienced strategic investment advisory that works alongside your existing relationships and internal staff.
Recent Client Benefits:
- Reduced asset management fees
- Optimized private markets portfolio structure
- Improved board reporting and meeting effectiveness
- Forward-looking guidance on public market positioning
- Clarity on asset mix assumptions for better decisions
A modest advisory investment typically saves millions through improved decision-making, fee optimization, and improved governance.
INVESTMENT ADVISORY SERVICES
The Great Divergence: Why Asset Managers Must Choose Between Scale
The Great Divergence: Why Asset Managers Must Choose Between Scale and Excellence – Nordovest …
The Governance Gap: Why Your Board’s Risk Oversight May Be
The Governance Gap: Why Your Board’s Risk Oversight May Be Fighting Yesterday’s War – Nordovest …
The Hidden Cost of Passive Asset Mix: Why Dynamic Allocation
The Hidden Cost of Passive Asset Mix – Nordovest …
“As the leader of a global private markets investment firm, I have had the pleasure of working with Robert for more than 20 years, first as a senior investment consultant with a global firm and subsequently as the Chief Investment Officer of a leading Canadian pension plan. Robert has been a constructive and value-added investment partner. His experience spans the investment process, from strategic asset allocation to opportunity identification, evaluation and execution, and extends through to asset management, valuation and reporting. Robert takes a long-term, strategic view and is an open and transparent partner who offers an informed perspective as an institutional investor and investment management client. Through his 30 years of buy-side experience, Robert has established a global network of institutional investor peers, consultants and investment professionals which can support and inform the development of strategic investment solutions for both institutional investors and investment managers across a broad range of sophisticated investment products.”
“Robert and I worked together for many years as partners on a large number of commercial and residential investments across Europe. Robert was actively associated with those investments and his engagement was always strategic, informed, collaborative and insightful.”
With over 40 years of experience in leading institutional asset management firms, I have had the privilege of working with many competent plan sponsors and their related teams. Robert Cultraro is among the very best of that leadership group – always putting the interests of retirees and plan participants in the forefront of his efforts. His knowledge of plan objectives and the solutions available to meet those objectives is outstanding.”