New Client Agreement
KPA Advisory Services helps Clients become stronger ‘value propositions’ for their stakeholders. We do this through a Retainer Package (our Advisory Service) that contains 3 critical ingredients:
1. Our Research Spans Three Broad Areas
- Pension System Design
We seek ways to enhance pension system fairness, transparency, and sustainability.
- The Governance of Pension Institutions
We seek ways to improve the institution's mission clarity and organizational effectiveness.
- Pension Investing
Clear investment beliefs and their effective implementation generate higher longterm returns and more effective risk management.
2. Actionable Insights and Recommendations
We take care to convert our research insights into practical action steps for Clients.
3. Multiple Communication Channels
As an Advisory Services Client, your Retainer Package includes receipt each month of The Ambachtsheer Letter, our 4-page advisory letter that addresses our research and action steps. Our Advisory Service is based on the calendar year.
Through the Call Option, Clients have direct access to Keith Ambachtsheer either by phone, video conference or in person, for consultation or involvement in Board or Investment Committee meetings, strategic documents review and/or strategic planning sessions. Clients are entitled to up to ½day of Keith’s time, once within a calendar year.
(If additional Call Option time and/or a Client Visit is required, Clients will be charged at a per diem rate of $7,500. We attempt to keep travel expenses and other charges to a minimum by cost-sharing with other Clients visited on the same trip. We work with our Clients to optimize this value. Our Video Conference option is priced using the same principles.)