Investment Policy

Your investment objectives and guidelines are and should be unique. However, the end result should contain two universal benefits:

1) a specific, measurable, and attainable standard by which to monitor the results of your fund and the investment managers, and

2) a method to communicate the goals of the fund to the invest managers

 

 

Holbein Associates will review these policies and make appropriate recommendations  such as:

 

Policy Recommendations

  • Achievement of adequate diversification

  • Statement of goals towards achieving the desired rate of return

  • Establish clear risk parameters

  • Establish fair, specific and attainable objectives for the managers

  • Guidelines for the managers to follow during the investment process

  • Guidelines for removal of manager(s)

 

 

 
2006 Holbein Associates, Inc.