2. Design or Review Investment Policy Statement

We believe that an effective investment policy provides thoughtful, well crafted, non-conflicting policies and evaluation criteria to guide decisions in all market conditions.

Where the IPS is well established, the review might confirm that the IPS has been productive. For a newly established organization, we will provide the data the investment committee needs to craft an effective document. We seek to create a well designed IPS that balances an organization’s need to sustain precious resources for the future, while providing support and stability to today’s beneficiaries. Our review includes a comprehensive discussion of payout policy alternatives and methods to help the Investment Committee select payout guidelines that will best meet the organization’s mission and support anticipated cash flows.

Determining an appropriate asset allocation strategy that reflects your risk tolerance, investment goals, and payout polices is a key part of the Investment Policy Review.

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