Development of a written investment policy.
Like many medical groups, J. Frederick Rice's had no formal method of evaluating the performance of the investment manager employed to manage the benefits plan. Rice, FACMGA, in his case study, describes how his group set formal, written goals as a means of measuring performance.
Rice
J F
JF
Durwood Medical Clinic, Charlotte, NC 28204.
D003253:Consultants; D003365:Costs and Cost Analysis; D003659:Decision Making, Organizational; D005375:Financial Audit; D006123:Group Practice / Q000191:economics*; D007182:Income / Q000706:statistics & numerical data; D007449:Investments / Q000592:standards*; D009657:North Carolina; D010415:Pensions; D012308:Risk Management / Q000458:organization & administration