Investment Strategy Review
Heffron Super Toolkit
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The Investment Strategy Review is the third component of the Heffron Super Toolkit.
Investment strategies need to be reviewed regularly. Our newest Super Toolkit item, Investment Strategy Review, helps document this process.
The Investment Strategy Review can be used to confirm an existing strategy's status and if any changes are required, just use the existing Super Toolkit Investment Strategy tool to create a new one.
The Investment Strategy Review can be used for any fund, regardless of whether the original strategy was created in the Heffron Super Toolkit or elsewhere.
Who is it for?
Review an existing investment strategy and document this process.
Quickly and easily create updated strategies that reflect trustee discussions.
Give accounting clients a tool to assist regular review of existing strategies.