Services
The services provided by Chris Condon Financial Services include:
- development of investment strategy and portfolio construction
- capital markets research
- asset allocation and asset/liability modelling
- advice on investment governance processes
- reviews of internal investment teams and assistance in implementing recommendations
- sounding board to an internal investment team's CIO
- participation in investment manager selection, but not the provision of comprehensive
investment manager research
- participation in clients' investment review and approval processes
- review and evaluation of investment opportunities
- developing software for financial planning, asset allocation, investment analysis
and other such purposes
- advice on investment and life insurance product development
- retirement adequacy reporting and website services to superannuation funds, offered through CV Solutions