Performance Monitoring is designed to ensure that the account conforms to its investment objectives and that the managers are adhering to their stated investment styles.
  
  Performance monitoring indicates whether the level of investment performance is acceptable in relation to both the client's objectives and the market environment.
  
  Performance monitoring is performed on a regular and systematic basis,  thereby allowing clients to detect potential problems with their investment programs at an early stage.
 
Performance monitoring is a vital component of an overall investment program, as vigilance is required to ensure that the investment program stays on track.
 
  Performance monitoring facilitates communication among the client, the money managers and the investment consultant, with respect to all aspects of the investment program.
  
  Performance monitoring enables IPEX, as an independent consultant, to help clients place issues in perspective, evaluate available options and arrive at rational decisions. 
 
 

 

 

 

 

 

 

   
 

IPEX, Inc. 123 S. Main Street, Suite 140 · Royal Oak, MI  48067 ·   tel: 248-548-0770 ·  fax: 248-548-3177
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