Examples of Investment Consultant in a sentence
Security types and/or strategies not specifically enumerated, but which the Chief Investment Officer and Regents’ Investment Consultant believe are appropriate and consistent with the Investment Policy may also be held, subject to the restrictions in 2c.
The Investment Consultant is charged with the responsibility of advising the Board on investment policy, asset allocation that is consistent with the Fund’s investment objectives and risk tolerance, the selection, evaluation and monitoring of Investment Managers, providing reports and analyses on materials events affecting Investment Managers, preparing presentations and papers on topical issues and specific investment projects, and providing performance analysis.
The Investment Consultant serves as a fiduciary to the Fund, providing independent information and recommendations directly to the Board.
Details on the amount of compensation of any kind or value paid, or expected to be paid, to any placement agent, finder, third-party intermediary or other individual or entity for any services provided in respect of any client of either TRSL’s Investment Consultant (Aon Investments USA Inc.).
It is the responsibility of the Investment Consultant to advise the Administrator and the Board which transitions are appropriate candidates for Transition Management.