Investment Change Evaluations Company Profile, Contacts & Intelligence

Investment Change Evaluations Overview

Investment Change Evaluations serves institutional investors by providing strategic insights they cannot find anywhere else. We analyze an investor's past decision forks and determine if they are adding value through their asset allocation changes, manager selection and rebalancing. These are the key decisions impacting long-term investment success. Our analysis is not just high level due diligence documenting what worked and what didn't. We delve deep into all aspects surrounding each decision to learn if there are patterns or behavioral finance heuristics to apply to future decisions. Prudent plan sponsors should perform such analysis at least every 5 years. Why is this service even necessary given that most institutional investors have professionals managing and monitoring the investment process? The simple truth is that our service analyzes those professionals that provide the reports that do not document their own value-add in the investment process. Specifically, we are referring to the role of the investment consultant.

Headquarters

Riverton, Utah, United States

Website

www.icevaluations.com

Industry

Investment Management

Founded

2010

NAICS

Other Financial Investment Activities, Portfolio Management

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