Firm Uses an Investment Committee

The use of an investment committee to oversee asset management processes can help ensure those investment processes are more professional and more informed. An investment committe offers additional benefits, as well:

  • Provides an administrative convenience for growing practices
  • Allows a firm to gather a broader perspective on investment decisions
  • Allows a firm to share a growing investment research workload
  • Forces staff to pay attention on current economic and market events
  • Imposes discipline on the investment process and serves as a check against emotional or impulsive decisions
  • Helps to frame a consistent investment "story" about a firm's investment philosophy, thereby fostering better communication with clients
  • Can help to boost the firm's marketing efforts
  • Allows a firm to monitor very specific aspects of client portfolios that are unique to a firm
  • Serves as a think tank and portfolio laboratory whose goal is to identify ways to outperform the market on a risk-adjusted basis