Investment Policy Development
Asset Allocations
Manager Search & Monitoring
Investment Advisory
Portfolio Review
Custom Research & Training

Investment Policy Development An investment policy statement serves as the basis for all material investment decisions. It describes the procedures and metrics used to manage the investment process. We help you create this important document, and develop an implementation plan consistent with the policy statement

Asset Allocation Modeling We define asset allocation models and return expectations for your organization's assets based on forward-looking estimates for asset class performance.  We develop risk/return profiles for each asset class and for the portfolio overall. Finally, we periodically review our asset allocation assumptions to ensure that your investment portfolio is meeting our long-term obligations.

Manager Research, Selection and Monitoring We research the universe of available money managers (including mutual funds and separate accounts) to identify and recommend specific managers for implementing the target asset allocation. Our investment professionals monitor your investments, measuring performance against the investment policy statement's risk and return criteria. We meet regularly with you to review manager-specific and portfolio-level performance and make necessary adjustments. Our expertise extends beyond traditional asset classes and includes hedge funds, real estate, and private equity.

Investment Advisory One of the benefits of an in-house investment staff is knowing the investment process is being managed throughout the year, not just in preparation for the quarterly board meeting. Blue Prairie Group offers a discretionary advisory service in which we, acting as a fiduciary, handle all of the day-to-day tasks associated with managing the portfolio.  This includes asset allocation and sub-asset class decisions, selection of investment options, portfolio rebalancing and reporting, all in compliance with the Investment Policy Statement.

Portfolio Review Sometimes it's good to have a second opinion. Blue Prairie Group can analyze and assess in detail your funds current allocation and investment selections compared to peer-group averages and a custom benchmark created specifically for your organization. Opportunities for improvement are clearly identified.

Custom Research & Training At Blue Prairie Group, our belief is that an educated and informed oversight function not only improves the ability of the investment advisor to provide great service, it also improves the likelihood of the organization realizing a positive investing experience.   Blue Prairie provides boards and management with the ability to delve into a variety of investment topics.  And because Blue Prairie Group is independent of any product providers, you can be confident that all research, education, and advice is being provided solely in the best interest of your organization.