Portfolio Analysis Projects: Overview

A relationship with BWA often begins with a request to have us analyze and review a client’s portfolio. These “one-time” projects then become the first step in demonstrating the capabilities of BWA.

Examples of Portfolio Analysis Projects

  • “Forensic” portfolio audit
    • Overlapping investments
    • Excessive fees
    • Hidden risks
    • Weak managers
  • Liability-driven spending and counseling
  • Private equity / alternative investment analysis