Governance
Investment Committee
A group responsible for making key investment decisions and overseeing the management of the investment portfolio.
What is an Investment Committee in a Family Office
An Investment Committee in a family office is a group of individuals tasked with making key investment decisions and overseeing the management of the family’s investment portfolio. This committee ensures that the investment strategy aligns with the family’s financial goals and risk tolerance.
Related Terms
Asset Allocation
The process of distributing investments among various asset classes to balance risk and reward according to an individua...
ViewDue Diligence
A comprehensive appraisal of a business or investment opportunity to evaluate its commercial potential and risks.
ViewInvestment Policy Statement (IPS)
A document outlining an investor’s objectives, risk tolerance, and guidelines for managing an investment portfolio.
ViewRisk Management
The process of identifying, assessing, and mitigating risks that could affect the family office.
View