Korte Consulting Service Descriptions

Vendor searches
RFP/RFI search and benchmarking projects for trust/custody, securities lending, foreign exchange execution, prime brokerage, DC recordkeeping, fund accounting, and other service providers.

Vendor service issues, due diligence, and monitoring
Fee and services benchmarking, foreign exchange execution analysis, process review and re-design, service level agreement implementation and monitoring.

Securities lending and collateral management
Program re-structuring, contract review and negotiation, risk optimization, securities lending agent evaluation and selection, third-party lending agent implementation.

New manager, strategy, or asset class implementation
On-site manager operational due diligence, operational framework design and implementation for derivatives, FX, global custody, cash management.

Governance and fiduciary documentation
Internal operations assessments and governance reviews, fiduciary/trustee education, fee analyses, compliance and regulatory preparedness, company stock administration, litigation support.