Operational Reviews
An Operational Review is a fiduciary audit - a "CATScan" - of your fund's overall investment program, procedures and organizational structure. IFS evaluates any aspects of your fund that are of interest or concern, including:
- Organizational structure and resources
- Staff size, roles and compensation
- Investment policy statement
- Asset allocation
- Investment performance
- Risk management Internal controls
- Cash management
- Brokerage and trading practices
- Manager structure and selection process
- Trustee training and ongoing education
- Custody arrangements
The Operational Review is an effective tool for scrutinizing current conditions and prescribing sound steps for fund improvement.
IFS has performed countless Operational Reviews for public and ERISA-covered funds across the country and abroad. Our comprehensive Operational Reviews help funds
- Trim expenses
- Reduce investment and fiduciary risk
- Enhance returns
- Educate and empower the Board
- Improve governance and structure
- Identify and install ‘best practices'