How Can We Assist You?
A consultant to make and implement investment decisions on your behalf (OCIO)
A consultant to monitor/oversee a plan fiduciary
Assistance with a participant-directed defined contribution plan
Consulting Services
IPS offers a complete range of core investment consulting services to assist Trustees with all phases of the investment process.
Investment Policy
Draft Investment Policy Statement that considers goals and objectives of a Fund, target allocations/asset class ranges, permitted & restricted investments, and specific guidelines for investment managers.
Trustee Education
Ongoing education regarding complex asset classes, investment trends, regulatory changes impacting the investment landscape, and ongoing dynamics influencing the current market environment.
Asset Allocation
Asset allocation modeling to address intermediate to long-term investment goals, market opportunity, risk/return analysis, and consideration of alternative asset classes.
Performance Reporting
Quarterly reporting of total fund and investment managers vs. benchmarks, peer universe comparisons, capture ratios, and risk statistics. All returns reported gross and net of fees.
Private Equity Pacing Analysis
Annual review of private equity commitments including modeling of cash flows to ensure adequate ongoing commitments relative to Policy.
3rd Party Searches
Conduct searches (as needed) for third party providers such as custody bank, securities lending, commission recapture provider.
Compliance Monitoring
Quarterly review of investment manager compliance with Investment Policy and guidelines.
Manager Searches
Conduct investment managers searches (as needed) to replace underperforming managers or add new asset classes.
Fee Negotiation
Negotiation of investment manager and custody bank fees.
Meeting Attendance
Attendance at Board of Trustees meetings.