Operational Reviews and Special Projects

Posted January 1st, 2005 by IFS
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  • Pennsylvania Public School and State Employees Retirement Systems and Department of the Auditor General
    These two statewide funds and the Auditor General have jointly retained IFS to conduct a comprehensive fiduciary review of the investment programs and practices of the funds and to provide support for the Auditor General's performance audit on several topics regarding those funds. Among the subjects IFS will evaluate, compared to industry best practices, are the fund's investment processes and policies concerning asset allocation, manager selection, risk management, brokerage, custody, securities class action litigation, staffing and resources and other matters.
  • Indiana State Teachers' Retirement Fund
    IFS was hired to develop an operational protocol and a policy statement concerning the Fund's securities class action monitoring processes.
  • The Children's Hospital, Cincinnati Ohio
    IFS has been hired by The Children's Hospital in Cincinnati to review its endowment's relationship with its investment consultant and its brokerage practices.