Meaningful progress cannot occur in an information vacuum. Smart buy side executives and their service providers know they need to have facts, ask the right questions and assimilate seemingly disparate concepts. This is easier said than done. The institutional investment industry is increasingly complex and rife with conflicts of interest.
Recognizing your "need to know" is why we examine the status quo, go beyond the obvious and focus on current policies, procedures and practices with an independent eye.
The Investment Governance, Inc. philosophy is simple but powerful. Help investment fiduciaries (functional and explicit) measure up. Encourage a lively discussion about improving existing investment best practices. Actively analyze.
At no other time have investment decision-makers (representing trillions of dollars on behalf of plan sponsors, endowments, foundations, mutual funds, sovereign wealth funds, 529 plans, family offices) faced so many challenges of crisis proportion, each with the potential to roil the bottom line, upset taxpayers, donors, shareholders and other constituencies. The hot button list is long and includes, but is not limited to,