Investment Fiduciary Consulting 

BPU Investments

BPU Investments

BPU Investments

 

Our Investment Consulting Practice has developed a special expertise on the issues facing corporations and institutions with investment fiduciary responsibilities, such as retirement plans and eleemosynaries, including endowments and foundations. We assist such institutions with:

  • Asset allocation decisions
  • Creation and implementation of investment policy statements
  • Investment manager search, selection, and monitoring

Depending on the institution, BPU may provide other services as well, including:

  • Workplace financial education and advice for 401(k) plan participants
  • Training on prudent investment practices for trustees and plan sponsors

Assisting trustees and investment committee members in complying with the Uniform Prudent Investor Act (UPIA), Uniform Prudent Management of Institutional Funds Act (UPMIFA), Employee Retirement Income Security Act (ERISA), and Uniform Management of Public Employee Retirement Systems Act (UMPERSA).