Formalize a Process
Once we have collected the relevant information and have a sound understanding of your organization's goals and processes, we will work with you to revise or draft an Investment Policy Statement (IPS) which will define the process used to manage the plan or account(s). The IPS will take into consideration:
- What is the investment time horizon?
- Identifying the appropriate risk level(s) for the account(s)
- Identifying the expected return needed to meet the account’s investment objectives.
- Are the selected asset classes consistent with the account’s time horizon, risk and return objectives?
- Are the investments consistent with implementation and monitoring constraints?
- Are socially responsible strategies to be considered?
- Is the investment policy statement detailed enough to define, implement, and monitor the portfolio’s investment strategy?