Investment Management
The Investment Policy Statement (IPS) is critical to a successful and comfortable savings growth strategy.
Invest so you can sleep well (and make money!)
It is not easy to manage your savings and reserves. You would like your funds available, yet earning the best rate of return within your risk parameters.
Having the right money manager in your corner is priceless.
Let RFP Consultants help you find and retain that team of experienced professionals.
What is required to find
the leading Investment Manager?
It is not just "the numbers". Your investment manager must be able to:
- Understand you
- Know your cash flow requirements and other obligations
- Appreciate your risk parameters: how many ups and downs can you handle in your savings' final balance?
- Explain matters so you are comfortable with your long-term investment program
The Investment Policy Statement (IPS)
The IPS tells your investment manager(s)
- Who you are
- What you have
- Your risk comfort levels
- What you want to do and
- How you are going to get there.
Periodic review- risk versus returns versus flexibility
How well has your investment plan been working during these challenging times (and they are always challenging)?
- What changes should be considered?
- What will be their probable effects and how does this tie in with your long-term plan for your savings?
Take Advantage of RFP Consultants' years of experience.
You worked hard to build your savings and reserves. Make sure they are safe and working hard for you.
Let RFP Consultants introduce you the qualified and experienced professionals you will need.
