top of page

Research is a key competency at MESA. Our research-driven approach leads to clear and well-supported investment recommendations. We believe our boutique structure and operating framework lead to a better client experience. This includes responsiveness, proactive advice and thoughtful solutions designed with each client's needs and goals in mind.  Our operating framework also promotes creativity with process discipline, accountability and stability in the professional ranks.

Based on specific needs, our services can be provided on a project or retainer basis.

Market Research

  • Market analysis and capital market assumptions

  • Strategic and tactical views

  • Asset class and strategy research

Portfolio Research

  • Asset allocation studies

  • Investment structure review

  • Model portfolio development

Manager Research

  • Investment due diligence

  • Operational due diligence

  • Ongoing Monitoring

  • Manager searches

General Consulting

  • Investment policy statements and guidelines

  • Evaluation of outsourced CIO solutions

  • Education

bottom of page