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.
Company Details
- Founded
- -
- Address
- 1567 W Ashby Grove Circle, Riverton,utah 84065,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.ICEvaluations.com
- HQ
- Riverton, Utah
Investment Change Evaluations Questions
Investment Change Evaluations's website is http://www.ICEvaluations.com
Investment Change Evaluations's LinkedIn profile is https://www.linkedin.com/company/investment-change-evaluations
Investment Change Evaluations's industry is
Investment Management
Investment Change Evaluations's top competitors are
Ocio Monitor,
Torreblanc,
Traio,
Chicago Finance Exchange,
Mcmorgan & Company,
Mcfarlane Aviation,
North Pier Search Consulting,
Alpha Capital Management,
Airline Component Parts,
The Norden Group.
Investment Change Evaluations's categories are Investment Management
Investment Change Evaluations's founding year is 2010
