Investment Monitoring and Advisement Services

The Vendor is required to provide investment monitoring and advisement services for include:
• Preparation of performance monitoring reports, including:
• Reporting to college on management of the fund assets
• Detailed quantitative analysis conducted at both the total fund and individual manager and mandate level.
• Assessment of performance against performance objectives outlined in the college investment policy statement.
• Relative performance comparison against a broad universe of comparable strategies and investment managers
• Qualitative assessment and commentary on the performance of investments, managers, and the broader economy
• Quarterly review of asset mix along with proposed rebalancing actions required to ensure compliance with the investment policy statement and rebalancing procedures document.
• Assistance in drafting communications to investment managers and custodians required to facilitate rebalancing activities
• Annual investment policy review, highlighting areas for further consideration
• Attendance at virtual college investment committee meetings to present performance monitoring reports
• Correspondence with college investment committee and service providers related to performance reviews.