Investment Services
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Our Investment Services include:
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Investment Policy Statement
An Investment Policy Statement is a written document that articulates the specific goals and objectives for a given investment pool. Included in a typical policy are:
- Background information
- General objectives
- Asset allocation guidelines
- Benchmarks for assessing investment manager results
- Securities guidelines
- Control procedures
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Historical Performance Evaluations
Historical Performance Evaluations primarily involve the gathering of data for five to seven years on each component of your portfolio. Each component is separately evaluated against suitable performance benchmarks. This analysis often serves as part of the rationale as to whether we recommend that a current investment manager should be terminated or retained.
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Investment Recommendations
Investment Recommendations focus primarily upon asset allocation issues and risk reduction techniques. Investment portfolios are generally advised to include multiple asset classes and investment styles that have a low correlation, thereby increasing diversification attributes.
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Investment Manager Search and Selection
Investment Manager Search and Selection includes the recommendation of specific money management organizations that are strong candidates to fulfill the asset allocation requirements called for in the policy guidelines. Oxford’s Investment Committee has the responsibility to establish and review the exact criteria established in these search efforts. The Investment Committee also monitors the investment manager recommendations made to each client.
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Performance Measurement and Monitoring of Investment Managers
Performance Measurement and Monitoring of Investment Managers involves monthly data entry into Oxford’s computer system of all relevant portfolio information for every client account.
Monitoring also includes Investment Services of Oxford’s regular contact with the money management firms employed. Topics addressed in these discussions include changes in the manager’s organization, continuity of portfolio management personnel, investment outlook as well as items that may have gained relevance after Investment Services’ monthly performance quantification, evaluation and analysis process.