Monitoring The Investment Strategy

HMIA will analyze the investment performance and investment risk of each component of the portfolio.

HMIA will report investment results and performance relative to the portfolio's investment strategy and Policy Statement, market indices, and other managers using similar investment styles.

On an ongoing bases, HMIA will recommend changes to the asset mix and manger structure as needed.

We Will...

  • Analyze Manager performance

  • Report results

  • Recommend changes, as needed