By admin on July 7, 2017
Outsourced CIOs typically meet with their clients on a quarterly basis to review their portfolio and ensure it continues to meet the client’s (possibly changing) objectives. However, an outsourced CIO is always available if more meetings are required in the interim.
At the quarterly review, three crucial components should be addressed:
- Goals Review: Is the portfolio still aligned with the client’s goals?
- Portfolio Review: Is the portfolio accomplishing what was expected?
- Policy Review: Have any changes occurred that necessitate a change to the portfolio structure and/or Investment Policy Statement (IPS)? Think of your IPS as the architectural blueprint for the construction of a house – it’s a critical document that provides concrete guidelines for managing your asset.
Click here to learn more about quarterly reviews in our blog, “Portfolio Reviews Matter”.
