Fiduciary Transactional Projects

Submitted by IFS on Thu, 07/01/2004 - 10:00
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IFS recently added or completed several fiduciary transactional projects, including:

  • California State Teacher's Retirement System (CalSTRS)
    IFS recently completed its verification of various incentive compensation awards to this System's investment staff.
  • Service Employees International Union Master Trust
    This fund hired IFS to design and review responses to an RFP for brokerage commission recapture services.
  • City of Mobile Pension Plan
    IFS recently completed a limited Operational Review of the investment management services for this Plan.
  • James M. Johnston Foundation
    IFS recently completed a limited Operational Review of the investment policies and practices of this endowment fund.