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Our Mandate

The Investment Management Department (IMD), in coordination with the MCF Investment Committee (IC), is responsible for all aspects of portfolio management, including market and economic analysis, investment research, portfolio construction, implementation, and monitoring. The IC meets regularly to review, discuss, and approve firm-level asset class and economic views along with security selection. The IMD is tasked with efficiently implementing the IC’s decisions in accordance with the Investment Policy Statement (IPS) of each client, accounting for factors such as objective, risk tolerance, cash flow needs, and restrictions.  We strive to find the optimal mix of return and risk to ensure our clients have the highest probability of meeting their objective.