Clear solutions for your investment needs
CBS Group is one of the leading independent investment consulting firms, backed by our consultants’ proven expertise and our firm’s highly regarded proprietary analytical and modeling tools. Our global team of investment consultants continually assesses current events and the effects they may have on investors, and uses CBS Group’s broad industry knowledge to provide independent and customized advice that is guided only by plan needs.
CBS Group Portfolio Advisor offers the flexibility of our open investment architecture across a full spectrum of asset classes and managers, choosing from mutual funds, collective funds, separate accounts, and specialty assets. This custom approach meets needs not addressed by off-the shelf services. In addition, your CBS Group Portfolio Advisor team coordinates closely with your actuarial team, going beyond manager selection and asset allocation, to solve for your specific funding goals. With Portfolio Advisor, all instructions regarding investments and distributions from the trust flow through CBS Group.
* Establish objectives
Define tolerance for risk and set return objectives
* Investment policy
Establish an investment policy based on your objectives
* Select investment options
Examine and confirm or change investment structure
* Ongoing due diligence
Ongoing portfolio and manager monitoring, risk statistics, attribution analysis, and market overviews
* Custom model portfolios
For defined contribution plans, model portfolios can be developed from the core investment options
CBS Group serves the full spectrum of business, financial, government, union, education, and nonprofit organizations. In addition to our consulting actuaries, CBS Group’s body of professionals includes numerous other specialists, ranging from clinicians to economists.
We sell no products and have no soft dollar arrangements. Our only source of revenue is fees for services rendered to our clients.
Our consultants work directly with clients and have a hands-on role in all aspects of our work. Most of our senior consultants have more than 20 years of investment experience plus advanced degrees and/or industry-specific designations. All our staff members exhibit the highest degree of honesty and integrity. We dedicate significant time and resources to continuing education to keep our consultants and staff up to date on the latest developments in the industry.
CBS Group is a privately held corporation that does not answer to outside stockholders. The firm is 100% owned by practicing principals. Our clients benefit from the hands-on, client-driven service they receive directly from business owners with a business-advisor approach to problems and opportunities.
CBS Group is a leader in the investment consulting industry in establishing high fiduciary standards, and can act as cofiduciary to client plans.
At CBS Group, we make complex issues understandable and meaningful to our clients, providing educational resources along with our consulting services. We focus on flexible, tailored investment solutions, delivered expertly and professionally.
We consider education a major element of our responsibility to clients—and CBS Group investment professionals spend a considerable amount of time developing a wide range of educational materials.
Effective tools and data
CBS Group uses the latest software for asset allocation and asset-liability modeling, and the best available performance-measurement systems. We maintain an extensive database of investment managers, as well as a database of mutual funds that meet our initial screenings as we search for appropriate funds for clients.
CBS Group’s full menu of services helps sponsors review or create investment policy, model asset liability, identify investment managers, and evaluate performance results. Whether you’re responsible for an endowment, defined benefit pension fund, defined contribution or profit-sharing plan, or a retiree medical plan, CBS Group delivers unbiased guidance for investment programs to help meet your goals.
Investment policy and asset allocation
Our consultants select appropriate strategies and investment management structures to fit clients’ specific needs, and draft investment policies according to the highest fiduciary standards. We identify asset allocation targets and suggest asset mix ranges based on the probability of attaining an acceptable projected rate of return over specific time horizons. The purpose of these targets and ranges is to avoid letting market price movements control the fund’s asset allocation.
Total fund analysis
We provide a Quarterly Review & Performance Measurement Report that includes analysis of each manager, as well as of the total fund. The report provides data on asset allocation, rates of return, and portfolio characteristics. It also contains relative performance rankings compared to portfolio universes and style groups, net-of-fee performance results, performance attribution, summaries of recent management developments, and recommendations on the investment of cash flows. Our analysis, interpretation, and written summaries of data enable clients to use the statistical information to make effective fund management decisions.
Performance monitoring Our state-of-the-art performance measurement software assists clients in fulfilling their fiduciary responsibilities. We help clients monitor the investment managers they engage and better understand investment results by measuring both absolute performance and relative performance against agreed-upon benchmarks.
Investment manager selection We work closely with our clients to determine the proper search parameters for a given mandate. Using both quantitative screens and qualitative analysis, we identify an appropriate group of managers to be included in the search. With client input, we develop a custom request for proposal (RFP) and distribute it to the potential managers. We review and summarize their responses, and we schedule interviews to assist clients in selecting the most appropriate manager. When a selection has been made, we review the investment management agreement and negotiate the best possible fee schedule for our client.
CBS Group is formed by a number of independent entities operating across multiple industrial sectors. CBS Group is not a formal organisational structure as you may typically see in other geographies and jurisdictions.
The Group function undertaken is primarily that of strategic alignment, facilitation of activities in pursuit of individual company objectives, co-ordination of member interests and unlocking business potential through the application of international best practice and the implementation of common policies and procedures – where appropriate.
Our Group is structured across different business areas – FINANCIAL SERVICES, DEFENCE TECHNOLOGIES, INFORMATION TECHNOLOGIES, MANPOWER SUPPLY & MANAGEMENT, AVIATION, RE-INSURANCE, GREEN TECHNOLOGIES, SECURITY SERVICES, SOFTWARE DEVELOPMENT, TELECOMMUNICATION, MEDICAL TECHNOLOGIES.
Our group companies:
Suite 114, LG-17, Gtower, 199 Jalan Tun Razak,
50400 Kuala Lumpur Malaysia
CBS Group is here to provide you with more information, answer any questions you may have and create an effective solution for your instructional needs.