Initial discussion
Discuss the work required and the decisions or deadlines behind it.
About Apex IPS
Richard Sarsfield, CFA
Founder of Apex IPS, with more than 25 years of institutional investment experience.
Insurance investment and asset management
Richard has led investment functions for major global insurers. His career includes more than 20 years in asset management.
He founded Apex IPS to provide project and retainer support to insurance investment teams and asset managers.
A CFA charterholder, Richard works on asset allocation, liquidity, governance and institutional investor requirements.
Working with Apex IPS
Scope and deliverables
Agree what the engagement will cover, what will be delivered and who is responsible.
Project or retainer
Work can cover a single assignment or ongoing support for your team.
Apex IPS does not manage client assets, provide regulated investment counsel or act as a placement agent. Engagements cover research, strategic analysis, documentation and process support.
Discuss a project
Email Richard with your requirements and timescale.