A Different Kind of Consulting FirM
A Focus on Governance
Institutional investment committees are entrusted with making important investment decisions that impact the financial well being of others. Individuals relying on these decisions can include defined benefit plan members, defined contribution members, donors to charities and beneficiaries to the trust. Under law, courts and regulators have outlined expectations for those acting in a similar fiduciary capacity, which include:
- Acting with prudence and the appropriate expertise
- Acting in the best interests of beneficiaries
- Acting honestly
- Acting in an even-handed manner
- Avoid conflicts of interest - real and perceived
- Acting without profit
Our service offering and approach has been designed to ensure and document that investment committees are meeting their fiduciary responsibilities. But most importantly, we start with a well-defined governance framework that ensures a common understanding of roles and responsibilities, key objectives and activities, and documents all decisions made. Our holistic approach helps to improve the quality of decision-making and helps demonstrate and document that you have considered all key inputs and made a reasonable and prudent decision.
Holistic Approach
At Elegant IS, our objective is to partner with investment committees to help them make more informed decisions that will improve the operations and the investment performance of their programs.
Our consultants apply their broad expertise and educational backgrounds to provide our clients with holistic solutions that consider all aspects of their programs, including: investment, administration, vendor negotiation, compliance and documentation.