Our approach defines purpose, benchmarks, and risk budgets, then documents decision rights and review cadence. The result is a living policy that guides action, supports oversight, and integrates with your practice standards.
We translate mission statements into measurable return objectives, liquidity needs, spending or distribution rules, and permissible asset classes. Guardrails for volatility and drawdown are documented in policy and approved through your governance process.
Specific thresholds are set collaboratively during onboarding and reflected in the policy rather than assumed in advance.
The policy clarifies roles for the investment committee, staff, and external managers, and sets the review cadence you approve. Periodic performance reviews and scheduled strategic updates are documented, with an exceptions process to address material changes in markets or organization.
Once ratified, the investment policy statement informs strategic asset allocation, manager selection, rebalancing rules, and exception handling. Reporting and attribution are organized to reference policy objectives, so decisions remain traceable and auditable.
Explore ResourcesTypical IPS sections may include objectives, constraints, benchmarks, asset classes and ranges, rebalancing rules, liquidity and spending guidelines, derivatives and restricted lists if applicable, roles and decision rights, monitoring metrics, reporting, and an exceptions process. Final contents are set during onboarding and approved through the governance process.
We help you define an escalation path and approval workflow in the policy. Exceptions are documented with rationale, temporary parameters, and a review date, so committees and auditors can see what changed and why. Specific steps are tailored to your procedures.
Yes. We work with your providers to map policy elements to operational settings such as drift bands, rebalancing cadence, lot-selection defaults, and benchmark assignments (subject to platform capabilities and data availability), then align outputs with your reporting package.
Yes. We can work within your branding, so client-facing remains consistent with your firm’s standards. Brand use follows your guidelines and compliance approvals.