We have significant experience serving as investment committee members and chairpersons
1. Assess Needs
We begin by analyzing and understanding the institution's financial objectives, risk tolerances, spending needs, liquidity requirements and current portfolio exposures.
2. Prepare Investment Policy Statement (IPS)
The institution's customized IPS clearly articulates its objectives and portfolio parameters—e.g., asset allocation, restrictions, liquidity, risk, etc.—and guides our investment decision-making
3. Construct Customized Portfolio
We implement the plan over an agreed-upon time frame. The goal is to construct a multi-manager portfolio that manages portfolio volatility and generates returns in excess of agreed upon benchmarks.
4. Monitor & Rebalance
On an ongoing basis, the Massey Quick team reviews portfolio return attributes, conducts ongoing manager due diligence, monitors current market conditions and rebalances portfolios, as needed.