CONSULTING

Peter Benedek, CFA, Ph. D.

Consulting and research in:

  • Investment Management

                  -product evaluation/selection/competitive analysis

                  -investment research

                  -asset allocation and risk management

  • Research (products, pensions, planning, risk)
  • Financial Planning (IPS process, solutions, segmentation)
  • New Product Development (pensions, longevity insurance, risk management)
  • Management Consulting (effectiveness/efficiency assessment of investment management process)
  • Advocacy (regulatory, pensions, new products)
  • Financial Education/Coaching (corporate, groups)
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