Governance
Governance is more than a policy statement. Governance is a system of management. Concord’s tested leadership provides clients with effective oversight, sound policies and procedures and board best practices.
Investment Policy Statement (IPS)
Concord will draft an IPS statement for our clients. This IPS is the governing document for the operation and oversight of the investment portfolio. All IPS documents are customized to specific client needs.
Board Education
Ongoing education is provided to the board & committee members of our clients. Topics covered will range from timely investment topics to basic responsibilities of investment fiduciaries.
Operating Structure
Concord can assist clients in establishing an operating process that meets industry best practices. Effective decision making protocol is integral to successful investment programs.
Monitoring & Oversight
Concord’s dedicated service teams provide ongoing oversight of client portfolios. Findings are presented via personal presentations and printed / electronic reports containing:
- Results: Consolidated performance reporting and policy compliance.
- Analysis: Explanations of the factors driving results and descriptions of areas of concern.
- Recommendations: Clear concise advice on suggested courses of action.