Investment Policy

An investment policy statement serves as a fiduciary tool to document objectives, directives and responsibilities, as well as create “institutional memory” to help ensure continuity of purpose over time.  We believe written policies are imperative to the proper management of institutional portfolios. 

During the initial planning process, we view our role as an educator and sounding board for clients.  We assist by providing education regarding asset classes, asset allocation and industry best practices that help decision-makers consider various options and debate possible scenarios.

Clients play an important role in the creation and modification of the investment policy statement. Asset classes and targets, benchmarks, required rates of return, and roles and responsibilities must be defined and approved before an asset allocation strategy can be implemented.  Guidelines specific to responsible investing are also included to help ensure an organization's directives are followed.