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Investment/IPS Compliance Review

To ensure fiduciary protection, an investment committee should carefully monitor its compliance with the objectives set forth in the Investment Policy Statement (IPS). If an investment option fails to meet these objectives, the Committee can opt to conduct a thorough review of the investment manager. PEI assists clients in the establishment of the monitoring criteria to enable fiduciaries to make prudent, informed decisions. The process of IPS compliance review provides an optimal line of defense against potential litigation.

Our difference is demonstrated in how we:

  • Fully consider the requirements and objectives set forth in the Investment Policy Statement

  • Monitor all investments with the specific criteria outlined in the Investment Policy Statement