Investment Policy

Your Goals and Objectives

Creating a thorough and workable Investment Policy Statement (IPS) is our first priority. We believe that each client is unique.  We must thoroughly understand that uniqueness in close collaboration with the client. We take the client through a deliberate consideration of policy alternatives and the consequences of each.  The IPS is the key reference point when assessing performance of the investment program.

The IPS defines the history and function, purpose and responsibilities of the client and the service providers including the investment consultant.  It defines the investment policy, the principal component of which is asset mix. Investment guidelines are defined laying out the parameters within which the fund and each investment manager should operate. Investment objectives that should be achieved defining the overall investment goals and investment managers’ specific goals. Administrative and Review Procedures are defined.