Investment Management Control

What is Investment Management Control?

Investment Management Control is a system that will help trustees measure the efficiency of the investment processes by calculating both the actual and hidden costs of every transaction.
It is a programmable, automated, near real-time monitoring, recording and analysis system that records and analyses investment activity.

Why should I use this?

It is well documented that investment managers should only make changes to investment portfolios when the assets they are purchasing are expected to generate higher returns than those they are selling, or when selling is necessitated by cash-flow, regulatory or other constraints.

This system calculates the impact of timing, trading costs and various hidden costs and the results indicate that in some cases these variables may collectively add as much as 200 basis points (2.00%) to a Fund’s cost structure.

Trustee’s have the responsibility to ensure that the investment policy is maintained efficiently and is not adding unnecessary expense to the fund.