Parenteau Analytics offers:

  • Strict Confidentiality
  • Annual SWOT Analysis
  • SSAE 16 (SOC1) Audits (formerly SAS 70 reports)

  • Independent and unbiased investment manager and mutual fund search and selection;
  • Performance evaluation
  • Investment Policy Statements
  • Investment Guidelines
  • Asset allocation;
  • Custodial search and selection;
  • Letter of Credit and 114 Trust search and selection
  • Investment portfolio analytics and risk evaluation
  • Retainer, project mandates

  • Asset-Liability Modelling
  • Schedule D and “OTTI” reports
  • Socially Responsible Investment screening
  • SVO Ratings
  • Risk based capital metrics
  • “Value-at-risk” metrics

  • Dynamic Financial Analysis (“DFA”)
  • Attribution analysis
  • Style analysis
  • Risk Based Capital (RBC) Analytics
  • STEEPLY discounted fees for clients who accept “telepresence” communications.

Parenteau Analytics

4957 Grinstein Drive
Fort Worth, TX 76244

Telephone: (817) 379-5199 

Claude@ParenteauAnalytics.com