Investment Governance
Objectives, policy architecture, decision rights, investment committee effectiveness, liquidity and total-capital oversight.
What We Do
IFCG provides independent Principal-side governance across the family’s existing investment architecture. The role is to strengthen oversight and decision discipline without replacing the appointed CIO, OCIO, private banks, custodians, managers or specialist advisers.
FOUR PILLARS OF PRINCIPAL GOVERNANCE
Provider Oversight
Independent review of appointed investment and wealth providers, with a focus on alignment, governance effectiveness, transparency, conflicts, economics and accountability.
Principal Decision Advisory
Independent advice and perspective around material allocations, provider changes, illiquid commitments, leverage, liquidity events and other significant capital decisions.
Governance Continuity
Decision records, conflict governance, provider remediation, periodic governance review and institutional memory.
Ready to work with a partner who is fully aligned with you?
Initial discussions focus on how the capital is currently governed, where authority sits, how providers are overseen and which decisions are creating the greatest governance pressure.