Investment Policy

Creating an Investment Policy Statement (IPS) is our first priority with a new client. A well-conceived, actionable plan developed in close collaboration with the client, the IPS sets forth your goals and objectives within risk tolerances and investment constraints. In turn, it’s the key reference point when assessing performance.

Serving as the investment program’s blueprint, the IPS defines asset classes and investment managers, an asset allocation target, investment guidelines and restrictions, including rebalancing guidelines and performance benchmarks, and the roles of the plan’s fiduciaries and reporting requirements. We extend and reinforce the IPS by developing investment guidelines for each of our clients’ fund managers.