Institutional Investors Improve Returns And Manage Risk

Essential Questions for Plan Sponsors

Services
Benefits

Learn your investment consultant's value add/loss and discover patterns that can be used to improve future investment decisions.

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Discretionary Consultant Scoring

If your investment consultant has discretionary authority, our unique performance metrics can provide ongoing scoring of their value add/loss.

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401-Focus

Although participants have choice, many plan changes are left to the plan sponsor. Score those decisions and improve future decisions.

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Consultant Search

The investment consultant is critical to plan success. A professional and thorough search will ensure the right fit for ongoing success.

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Consultant Performance Workshop

Is your investment consultant adding value? You can try to guess, but if you rely solely on your investment consultant's reports, you will find it impossible to answer.

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Fiduciary Protection

Monitoring the investment process is paramount for a fiduciary. Our objective analysis gives peace of mind.

Education

Our studies provide insights not available in standard investment reports.

Apply the Results

Our studies will improve the investment process and future decisions.

Value

Our studies will continue to help beyond the initial report.

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keller
The greatest tragedy in life is people who have sight but no vision.
-Helen Keller
stevenson
Change is inevitable. Change for the better is a full-time job.
-Adlai Stevenson
sarnoff
Finance is the art of passing currency from hand to hand until it finally disappears.
-Robert Sarnoff
lynch
The key to making money in stocks is not to get scared out of them.
-Peter Lynch
buffett
Risk comes from not knowing what you're doing.
-Warren Buffett
churchill
If you have knowledge, let others light their candles with it.
-Winston Churchill
drucker
The entrepreneur always searches for change, responds to it, and exploits it as an opportunity.
-Peter Drucker
confucius
Only the wisest and the stupidest of men never change.
-Confucius
franklin
When you are finished changing, you are finished.
-Benjamin Franklin
buffett
Wide diversification is only required when investors do not understand what they are doing.
-Warren Buffett
trump
Sometimes your best investments are the ones you don't make.
-Donald Trump
templeton
The four most dangerous words in investing are, "This time it's different."
-John Templeton
lynch
In this business, if you are good, you are right 6 times out of 10. You are never going to be right 9 times out of 10.
-Peter Lynch
churchill
All men make mistakes, but only wise men learn from their mistakes.
-Winston Churchill
buffett
Price is what you pay. Value is what you get.
-Warren Buffett
keynes
The social object of skilled investment should be to defeat the dark forces of time and ignorance which envelope our future.
-John Maynard Keynes
ruth
Every strike brings me closer to my next home run.
-Babe Ruth
armour
The best way to win is by making fewer bad shots.
-Tommy Armour
anonymous
Experience is the best teacher. Except you get the test first, and the lesson second.
-Anonymous
zwieg
It's okay to be wrong. It's not okay to stay wrong.
-Martin Zweig
hogan
Golf is a game of misses. The guy who misses the best is going to win.
-Ben Hogan
kettering
A problem well stated, is a problem half solved.
-Charles Kettering
anonymous
When you don't get what you want, you get experience.
-Anonymous
santayana
Those who cannot remember the past are condemned to repeat it.
-George Santayana
jefferson
With the right information, people make the right decision.
-Thomas Jefferson

Investing is easy. Successful investing, however, is quite difficult.

The fiduciary duty to monitor the investment process is not only necessary, but vital for success. Due diligence on your key investment professional and process will not only help fulfill your fiduciary duty, but you will also discover ways to improve using the lessons of your actual investment experience.

Although institutional investors are continually looking for ways to improve returns and manage risk through asset allocation and manager selection, they are blocked from knowing if their past investment changes were successful. The simple truth is investment consultant reports are inadequate. Incomplete feedback loops within them limit compliance monitoring and therefore prevents improvement through experience.

Investment Change Evaluations has the solution. Our quantitative process objectively measures asset allocation and manager selection changes. A Consultant Performance Review will provide your plan with valuable benefits and behavioral finance heuristics that will be a foundation for improved investment success. A 401-Focus can provide similar information to defined contribution plan sponsors.

If your plan has given discretionary authority to your investment consultant, the "OCIO Model," our Discretionary Consultant Scoring service will provide you with objective performance metrics for continual evaluation.

If you are an institutional investor considering changing your investment consultant or want to explore the consultant marketplace, ICE can also perform a Consultant Search.