Services
The services we offer cover end-to-end design and implementation of investment strategy, information technology systems, operational infrastructure, organizational structure and training programs.
Investments
Investment Strategy
Risk Management Framework
Investment Guidelines & Policy
Portfolio Review
Product Analysis
Manager Due Diligence
Infrastructure
Portfolio Management Systems
Risk Measurement Systems
Investment Performance Systems
Custodian Selection & Transition
Vendor Selection
System Integration
Resources
Human Resources Development
Operational Risk Management
Operational Workflow Review
Governance & Compliance
Organizational Structure
Training Systems & Programs
August
2016
California Assembly Passes Bill to Implement Secure Choice
Read more...
March
2016
California Secure Choice Proposal Moves Forward
Read more...
Overture Financial
30 Wall Street, 8th Floor
New York, NY 10005
United States of America
Phone: +1 (212) 202-0297
Fax: +1 (212) 994-6561
info@overturefinancial.com