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DEPARTMENT OF FIRE AND POLICE PENSIONS 360 East Second Street, Suite 400 Los Angeles, CA 90012 (213) 9784545 REPORT TO THE BOARD OF FIRE AND POLICE PENSION COMMISSIONERS November 1, 2012, ITEM: A.1

How to fill out investment consultant evaluation policy

How to fill out an investment consultant evaluation policy:

1. Begin by reviewing the purpose and objectives of the evaluation policy. Understand the goals and desired outcomes of the evaluation process.
2. Familiarize yourself with the necessary documentation and materials required for the evaluation. This may include past performance reports, client feedback, and any other relevant information.
3. Assess the criteria and methodology for evaluating investment consultants. Understand the key factors to consider, such as investment performance, risk management strategies, fees, and client satisfaction.
4. Evaluate each investment consultant based on the predefined criteria. Consider their track record, investment philosophy, team expertise, and compliance with regulatory requirements.
5. Document your findings and assessments in a comprehensive manner. Use a structured format or template provided by your organization to ensure consistency and ease of review.
6. Provide a detailed analysis of each investment consultant's strengths and weaknesses. Highlight any areas where improvement or corrective action may be necessary.
7. Make evidence-based recommendations or decisions regarding the continued engagement of investment consultants. Determine if any changes need to be made to the existing roster or whether new consultants should be considered.
8. Obtain necessary approvals from relevant stakeholders or decision-makers involved in the evaluation process. This may include senior management, investment committee members, or board of directors.

Who needs an investment consultant evaluation policy:

1. Institutional investors such as pension funds, endowments, and foundations that rely on investment consultants for strategic advice and portfolio management.
2. Wealth management firms or private banks that offer investment advisory services to high-net-worth individuals or families.
3. Corporate entities that seek professional guidance in managing their employee retirement plans or other investment portfolios.
4. Government agencies or public entities responsible for overseeing public funds or pension schemes.
5. Non-profit organizations seeking assistance in optimizing their investment strategies and aligning them with their mission.
6. Educational institutions managing institutional funds or endowments that require evaluation of investment consultants for prudent management.

In summary, anyone who relies on investment consultants to make informed financial decisions or manage investment portfolios can benefit from having an investment consultant evaluation policy in place.

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What is investment consultant evaluation policy?

The investment consultant evaluation policy is a document that outlines the criteria and process used to evaluate the performance of investment consultants.

Who is required to file investment consultant evaluation policy?

In most cases, the investment consultant evaluation policy is required to be filed by investment firms or firms that have a separate investment consulting arm.

How to fill out investment consultant evaluation policy?

The investment consultant evaluation policy should be filled out by including information such as the evaluation criteria, process, timeline, and any other relevant information.

What is the purpose of investment consultant evaluation policy?

The purpose of the investment consultant evaluation policy is to ensure that investment consultants are held accountable for their performance and to provide transparency to investors.

What information must be reported on investment consultant evaluation policy?

Information that must be reported on the investment consultant evaluation policy includes the evaluation criteria, process, timeline, and any other relevant information.