Major International Consulting Firm

IFS evaluated a multi billion 401(k) Plan, of a pre-eminent global management consulting firm. The program includes numerous alternative assets, including strategies employing leverage, derivatives and private market assets. IFS prepared an extensive series of questions to provide the Board a) a framework for fulfilling its fiduciary responsibilities to prudently oversee and possibly modify this sophisticated investment program; b) appropriate benchmarks for return and risk; c) and lines of analysis for evaluating the fund manager’s success.