We’ve built an extensive investment infrastructure to create and manage strong risk-adjusted investment portfolios for our clients. There are three foundational elements: The BPG Internal Investment Committee (IIC), the Asset Allocation Forum (AAF), and the Investment Analytics Group (IAG).
The BPG Internal Investment Committee (IIC)
Our chief investment officer, Gary Silverman, CFA, heads up our Internal Investment Committee (IIC) and is responsible for setting overall firm policy. Our investment committee meets monthly and is responsible for overseeing our investment processes, workflows, and overall fiduciary governance decision-making process.
The Investment Analytics Group (IAG)
Our Investment Analytics Group (IAG), is comprised of dedicated investment analysts whose sole focus is portfolio analysis and manager research. Because of the importance of qualitative analysis in Blue Prairie Group’s investment consulting process, the Investment Analytics Group speaks with upwards of 150 separate money managers in any given year.
The Asset Allocation Forum (AAF)
The Asset Allocation Forum (AAF) meets weekly to review the overall direction of our clients’ portfolios. It is responsible for analyzing and interpreting market and economic data, creating forward-looking forecasts for asset class returns, and creating investment strategies to minimize risk while increasing returns. [expand title=”read more”] A sub-committee of our Internal Investment Committee, the AAF is chaired by the chief investment officer and includes investment consultants and analysts. Asset allocation modeling and testing is performed by our Investment Analytics Group and the results are presented to our Internal Investment Committee who approves the allocations. [/expand]