Investment Policy Development & Revision

DETERMINE THE OPTIMAL MIX AND WEIGHTING OF ASSETS

Better inputs of historical data provide better outputs on which to base investment decisions. To best accomplish this, we maintain two separate sets of inputs (long-term and shorter-term) and utilize both within our asset allocation work with clients. As the economic and investment environment changes, so do the input variables for the asset classes considered within a study. Our portfolio modeling technique determines the optimal weighting for each asset class, as well as appropriate rebalancing policies to achieve fund objectives.

By analyzing both long-term and shorter-term views, we position our clients to most appropriately structure their portfolios given their specific views on risk and return tradeoffs.

DOCUMENTATION OF ALL DECISIONS

All decisions leading to adoption of investment policy are documented. This helps assure continuity in the fund’s operation and structure despite future changes in trustees or investment committee members.

ESTABLISH A BASE FOR FUTURE DECISIONS

The establishment of an investment policy and long-term targeted asset mix serves as the foundation on which all other decisions can be made with confidence.

Perhaps the most important benefit of working with DeMarche is the ideal environment our consultants create for making crucial policy decisions about your fund. Our resources and expertise enable you to understand the variables of asset optimization and explore varying investment approaches to achieve your fund’s objectives. In the end, you will have total confidence in your decisions, and you will have complete documentation of the thought process used to reach them.