- IFS served as the independent fiduciary on behalf of investors in this Fund. IFS decided whether and on what terms the Fund should sell to its affiliated Strategic Property Fund an interest in a valuable piece of real estate in Los Angeles.
- IFS was hired to evaluate the investment merits of two alternative fixed income options in a defined contribution plan.
- IFS was hired to evaluate from the investment perspective of participants in a 401k Plan, the proposed liquidation of one of the mutual funds within the Plan. Because the plan sponsor operates the mutual fund, the situation created a conflict of interest requiring an independent fiduciary to act solely in the interest of the Plan's participants.
