Investment Committee

Investment Committee2018-12-21T18:06:41-07:00

We believe that a strong governance structure is critical for achieving sustainable investment success.

The Investment Committee, chaired by Andrew Rudd, is the governing body that oversees the investment activities of Advisor Partners. The Committee includes members who provide substantial investment and business expertise to the oversight of investment results and processes, including Rahul Agrawal, Jennifer Xu, and Mark Ferrari.

The Committee meets at least quarterly to:

  • Establish and enforce investment policies
  • Review and approve all investment strategies
  • Oversee portfolio management
  • Prioritize and begin research initiatives