Cortex Applied Research Inc. Information

Have you ever wondered “How can we better organize our board, committees, and executive team to achieve optimal fund and organizational performance?” Cortex can help, whether you are focused on committee structures and practices, strategic planning, or selecting or evaluating an investment consultant or OCIO. Cortex was founded on the belief that successful institutional investing requires far more than simply selecting a strategic asset mix and investment managers. We are management consultants with decades of experience assisting North American institutional funds improve their performance by applying governance best practices in the areas of board oversight and decision-making, investment consultant/OCIO searches, fiduciary education, and strategic planning. All of our services are designed to support and promote the highest standards of governance, superior risk-adjusted returns, and value for stakeholders. Our services include, but are not limited to, preparing governance policies and charters, helping to evaluate and select investment consultants or OCIOs, delivering board education workshops, and strategic planning support. Cortex can help you: • Make better decisions and make more efficient use of board and staff time • Ensure clearer accountability for everyone involved in the governance and management of the fund • Establish a more rigorous and systematic selection and oversight process for your investment consultant or OCIOs What sets us apart: • Independence • Highly specialized Knowledge & Experience • Proprietary Databases, Analytics, & Reporting on issues involving governance and investment consultants/OCIOs • Risk Management & Asset Allocation Experience If you are interested in learning more about Cortex and how we can help you enhance your governance practices, please email us at info@cortexconsulting.com or visit our website.