At MFP Strategies, our Investment Policy Committee meets regularly to review all of our portfolios' asset class weightings and risk exposures. We will determine if an asset class exposure should be increased or decreased and whether a current investment manager needs to be removed or if a new manager needs to be added to our portfolios.
Our performance measurement goes well beyond simply delivering a summary of portfolio returns and indices. Ours is a commitment to encouraging ongoing two-way communication, monitoring progress, maintaining your plan, and listening to your feedback.
Our performance reporting services include:
- Quarterly performance reports
- Performance analytics on the aggregate portfolio and individual managers, mutual funds and exchange traded funds.
- Quarterly review and advice letters and presentations.
- Rebalancing reports