Investment Program Review

RVK is often retained by boards of trustees and investment committees to conduct a review of the investment programs responsible for investing public pension plan, endowment, and foundation assets. These reviews may be comprehensive in nature and cover governance, process, resources, compliance, implementation, staff organization and resource deployment, and more. We believe RVK offers an effective option for executing these investment program reviews based on the following key reasons:
  • We have deep experience in this area and are keenly aware of the challenges many boards and committees face in managing a pension plan, endowment, foundation, or multiple investment programs.
  • We bring the broad resources of a large, national, full-service investment consulting firm to the task, covering governance and investment decision making, staff and resource organization, portfolio analytics, asset allocation, asset/liability, manager selection and monitoring, risk management, and investment operations.
  • We are an independent, employee-owned firm and have no conflicting lines of business, resulting in credible and objective reviews.

RVK’s President, Jim Voytko, and one of our longest-tenured Senior Consultants, Marcia Beard, serve as co-leads of this practice. Together, they have over 80 years of experience in consulting and institutional investing. We look forward to the opportunity of providing this critical service to your organization.