Are the returns on your portfolio or pension fund meeting your expectations? Are you well compensated for the risks you’re taking? Drawing up an investment policy is the first step of the investment process. Periodically reviewing this policy is essential.
In addition to ensuring compliance with the applicable legislation and regulations, an investment policy allows you to define your return objectives based on your organization’s constraints and risk tolerance.
Increase your returns with made-to-measure solutions in analyzing your investment policy:
*liability-driven investment
**funding-driven investment
Dominic
Partner
Dominic Vallée
514-285-1122 ext. 316
Explore possible solutions with the help of our experts.
For your other challenges related to asset management consulting, browse our solutions.
We create human capital and financial performance with our clients through the excellence of our experts ignited by a total rewards mindset.
