The July 11, 2011, edition of Pensions & Investments cited IFS as one of the relatively few investment advisory firms that acts as not only as an investment consultant, but also as an “outsourced fiduciary” or “outsourced manager”, with responsibilty to implement investment decisions across an entire investment portfolio. We sometimes perform that role as an “investment manager” under ERISA, and sometimes as a “named fiduciary.” Clients include defined benefit, defined contribution and VEBA funds as well as other institut
