The mission of IFS is to provide institutional investors high quality, custom-tailored, objective investment advisory and fiduciary services, based on depth and breadth of analysis and innovative thinking.

Latest News

Pensions & Investments cited IFS as one of the relatively few investment advisory firms that acts as an ‘outsourced fiduciary’
Posted July 26th, 2011 by IFS
in IFS in the News, 2011 3rd Quarter

The July 11, 2011, edition of Pensions & Investments cited IFS as one of the relatively few investment advisory firms that acts as not only as an investment consultant, but also as an “outsourced fiduciary” or  “outsourced manager”, with responsibilty to implement investment decisions across an entire investment portfolio.  We sometimes perform that role as an “investment manager” under ERISA, and sometimes as a “named fiduciary.”  Clients include defined benefit, defined contribution and VEBA funds as well as other institut

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Are in-Kind Contributions for Public Pensions an Overlooked Opportunity?
Posted July 26th, 2011 by IFS
in IFS in the News, 2011 3rd Quarter

For over 20 years, IFS has acted as an independent fiduciary under ERISA, regarding  in kind contributions of real estate to corporate pension plans.  Now, IFS is exploring whether and how governmental plan sponsors and public pension and retiree medical funds may engage in similar transactions, to help alleviate severe constraints on cash and serious funding pressures.  Here’s an article from aiCIO magazine, describing the idea…..

http://www.ai-cio.com/channel/NEWSMAKERS/Are_in-Kind_Contributions_for_P...

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Andrew Irving Moderates Panel Discussion - "Securities Lending: Learning from the Economic Crisis to Obtain Better Results"
Posted February 28th, 2011 by IFS
in 2011 1st Quarter, Conferences

Andrew Irving (IFS Managing Director and General Counsel) served as the moderator of a panel discussion entitled, “Securities Lending:  Learning from the Economic Crisis to Obtain Better Results” at the 2nd Annual Conference on Evolving Fiduciary Obligations of Pension Plans sponsored by Institutional Investor magazine and the Barroway Topaz Kessler Meltzer Check LLP law firm in Washington, D.C.

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IFS Completes its Primary Responsibilities as Independent Fiduciary to the Ford Motor Subaccount of the United Auto Workers Retiree Medical Benefits Trust
Posted February 7th, 2011 by IFS
in Recently Completed Projects, 2010 4th Quarter

During the 4th quarter of 2010, IFS completed its primary responsibilities as independent fiduciary to the Ford Motor Subaccount of the United Auto Workers Retiree Medical Benefits Trust, after realizing over $9 billion in cash for the Trust.  IFS achieved that by disposing of 100% of the securities Ford had previously contributed to the Trust, as a way to help fund medical benefits for some 200,000 Ford retirees.     The securities consisted of: ·

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