Burgess Chambers & Associates
Welcome to Burgess Chambers & Associates
  • About BCA
  • Our People
  • Services
    • Developing Strategic Asset Allocation Models
    • Creating the Asset Management Team
    • Performance and Portfolio Monitoring
    • Tactical Asset Allocation
  • Clients
    • Corporations
    • Endowments & Foundations
    • Municipalities
    • Taft-Hartley
    • Wealth Management
  • Research
  • Contact Us

Performance and Portfolio Monitoring

i. Compliance to Investment Policy Statement
ii. Quarterly investment reviews
iii. Identifying factors influencing performance
iv. Rank performance 
v. Monitor costs