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An IPA is a defined project,
in terms of scope and time, designed to
address a client's specific questions about
their investment program.
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An IPA can be extremely
beneficial to those clients who have not
established a formal consulting
relationship.
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An IPA is custom designed to
accommodate a client's particular investment
and information needs.
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An IPA can be rather broad,
e.g. IPEX can evaluate a client's existing
managers in terms of their performance,
style, risk, and overlap.
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An IPA can be quite narrow,
e.g. IPEX can review a client's investment
policy and make appropriate recommendations
for change.
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An IPA can help clients to
fulfill their fiduciary responsibilities by
providing an objective analysis of their
investment program.
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