Initial Fund Review

  • Our comprehensive Initial Fund Review (IFR) provides clients with a complete diagnostic assessment of their investment portfolio.
  • The IFR examines a client's existing Investment Policy Statement, asset allocation policy, review of actuarial reports, and investment structure, resulting in a useful guide for discussions and decision-making.
  • For each aspect of a client's portfolio, we provide:
    • The portfolio's current status,
    • Recommendations for action, and
    • A recommended priority
  • After receiving feedback from each client, we seek to reorder priorities based upon the current needs and circumstances of the portfolio.
 
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