Investment Policy Statement Design & Review

Investment Policy Statement Development

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Establishes the investment practices of your asset allocation strategies and incorporates objectives, performance evaluation, management guidelines and asset allocation/diversification policies

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Investment Policy Statement (IPS)

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Modern provides Investment Policy Statement design and review for all clients. This defines the account’s goals, objectives, expectations and levels of risk per investment fund. Modern works with all clients to fine tune the development and maintenance of this critical document.

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Modern specializes in developing customized Investment Policy Statements (IPS) for institutional clients, integrating best practices and fiduciary standards. Its goal is to define strategic asset allocation targets, establish risk/return metrics, and setting manager selection criteria aligning with long-term investment goals and liabilities.

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An emphasis is placed on the following areas of oversight:

• Asset-Liability Configuration: Tailoring investments to match the account’s future liabilities and cash needs.

• Permissible Investment Guidelines: Defining permissible asset category ranges for tactical, risk-controlled, and opportunistic investing.

• Monitoring & Compliance Oversight: Establishing appropriate criteria for manager selection and performance monitoring.

• Fiduciary Responsibilities: Functioning as a full fiduciary with a focus on risk-adjusted returns and custom reporting for board members.

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We incorporate best practices most effectively into their Investment Policy Statement (IPS) document. Our process focuses on key topics that we feel every IPS should address. These topics include:

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• The definition of your strategic asset allocation targets

• Set asset category ranges to allow for tactical allocations for risk control

• Manager selection and watch list criteria

• Asset and liability matching philosophy

• The definition of traditional measures related to risk, return expectations, liquidity, time horizon and any special circumstances that should be documented

 

 

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