Developing an investment policy addresses key issues for investment teams – from the designation of fiduciary responsibilities, permissible investments and proxy voting to benchmarks, performance horizons and reporting requirements.
Clear investment guidelines
Marquette Associates helps institutions develop customized investment policies to mitigate investment risk by communicating their unique needs clearly to service providers. At least once a quarter, Marquette consultants review compliance with investment policy targets and make rebalancing recommendations based on liquidity needs and variance from policy targets. Longer-term policy targets are reviewed annually at a minimum, or when triggered by a fundamental change in financial status or the capital markets.