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Two Approaches

IPS offers flexibility for plan sponsors regarding traditional advisory services.

Master Consulting Services

Quarterly review, written recommendations, Trustees interview managers for hire.

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Expanded Consulting Services

Monthly review, written recommendations, IPS selects investment managers for hire.

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What You Can Expect From Us

IPS services include all core services including investment policy, asset allocation, performance reporting, compliance monitoring, manager searches, fee negotiation, third-party searches, Trustee education, and attendance at Board of Trustees’ meetings. All recommendations are provided in writing.

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Consulting Services

IPS offers a complete range of core investment consulting services to assist Trustees with all phases of the investment process.

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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.

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Trustee Education

Ongoing education regarding complex asset classes, investment trends, regulatory changes impacting the investment landscape, and ongoing dynamics influencing the current market environment.

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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.

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Asset Allocation

Asset allocation modeling to address intermediate to long-term investment goals, market opportunity, risk/return analysis, and consideration of alternative asset classes.

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Private Equity Pacing Analysis

Annual review of private equity commitments including modeling of cash flows to ensure adequate ongoing commitments relative to Policy.

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3rd Party Searches

Conduct searches (as needed) for third party providers such as custody bank, securities lending, commission recapture provider.

Manager Searches

Conduct investment managers searches (as needed) to replace underperforming managers or add new asset classes.

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Compliance Monitoring

Quarterly review of investment manager compliance with Investment Policy and guidelines.

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Fee Negotiation

Negotiation of investment manager and custody bank fees.

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Meeting Attendance

Attendance at Board of Trustees meetings.

Anchor Link: mcs

Master Consulting Services

MCS includes all core services with quarterly review and reporting. All recommendations are provided in writing regarding investment managers, rebalancing, asset allocation, and compliance. Decisions are driven by IPS and approved by the Trustees.

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Expanded Master Consulting Services

Ex-MCS Includes all core services with monthly review and reporting. Like MCS, all recommendations are provided in writing regarding investment managers, rebalancing, asset allocation, and compliance; however, your consultant will identify specific managers to replace underperforming managers and/or hire for asset categories. No manager interviews by Trustees.

All Ex-MCS recommendations require approval before being implemented by IPS.

Are you interested in discussing our services?

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