The investment policy statement is the roadmap for implementing an investment plan according to each client’s performance objectives, risk parameters and timeframes.
Developing an investment policy requires that FEG / Advisors analyzes the investment program’s quantitative and qualitative performance goals, identify parties involved and outline their duties, and determine how performance will be measured.
Investment Policy
FEG/Managed Portfolios ’ investment policy statement is the document that can provide long-term consistency of strategy, will help prevent emotional decisions due to short-term performance, and can provide a framework for the perpetual nature of the portfolio.
Creating your investment policy, FEG/Managed Portfolios draws upon the experience of our professionals, analytical tools, and asset allocation modeling.
FEG/Managed Portfolios provides an annual review of client investment policies, recommending modifications as needed.
Funding Policy
FEG/Managed Portfolios understands pension funding and integrates funding policy into investment strategy along with liability assumptions, where applicable.
Spending Policy and Liability Modeling
Spending policy describes how an organization’s funds are distributed. Examples include average rolling time periods, a set annual percentage within ranges, or other types including inflation adjusted models.
FEG/Managed Portfolios performs extensive analysis on spending policies, using Monte Carlo simulations to determine the most appropriate policy for your organization.