Investment and Fiduciary Support Service (IFSS)
Investment And Fiduciary Support Service (IFSS) For Defined Benefit Pensions, Endowment Funds And Foundations.
SBS offers the IFSS advisory service to trustees of defined benefit pension plans, as well as endowment funds and private foundations to comply with the obligations and responsibilities that come with their fiduciary status. IFSS clients can benefit from the following core services:
- diagnostic review of existing portfolio;
- custom investment policy statement;
- strategic asset allocation;
- investment manager search, selection, and ongoing review;
- quarterly comprehensive performance reporting, with advanced portfolio analysis;
- client access to portfolio via a secure Web site; and
- trust and custody services (optional).
IFSS is tailored to meet each organization’s specific needs and is personally delivered by SBS consultants to ensure that each client realizes optimum results. There is a modest asset-based fee for this service. Unlike programs offered by competitors, SBS does not receive any compensation from any investment manager used in the portfolio.
Click the links below to view samples of pages of information in the IFSS Quarterly Investment Performance Reports.
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