Research
IFS performs extensive and original research concerning both investment and fiduciary matters. Generally, that research is performed and presented to clients to address specific matters with respect to their funds, thus leading to concrete, practical action. A sample listing of such research includes the topics of:
- Asset allocation
- Active vs. passive management
- Equity style analysis
- Core vs. core plus fixed income
- Real estate
- Hedge funds and fund-of-funds
- Private equity
- Distressed debt
- Infrastructure investments
- Global TAA strategies
- Portable alpha strategies
- Targeted investment opportunities in fixed income markets
- TIPS
- Market environment and economic forces
- Fiduciary responsibilities
- Risk management
- Regulatory developments that impact ERISA investing
- Implications of the Pension Protection Act of 2006 on defined benefit and defined contribution plans
- Global standards for governance of pension investment programs
- Investment best practices
On an on-going basis, IFS conducts reviews of the financial markets and key investment issues via “Monthly Monitor” reports. These reviews include macro considerations as well as equity, fixed income, and currency considerations.
IFS also conducts regular research on specific companies where it acts as an ongoing independent fiduciary.
For further information regarding IFS research topics or capabilities please contact Alan Stiles at astiles@independentfiduciary.com or call (202)312-5437.