Investment Manager Search 2013: Fiduciary Duty Deep Dive

June 19, 2013

Thorough manager due diligence and fee negotiation are critical to avoiding poor products and performance erosion.

Register now to join us for a live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. Clear guidance for both clients and managers will also be covered, including “do’s and don’ts” for approaching our research process.

 



Live Webinar – Tuesday, June 18, 2013 – 1:00-1:45 PM CT

Follow @MarquetteView for live webinar highlights
Questions taken via webinar or using hashtag #IMS2013

Featuring: Kelli Schrade, CAIA, Managing Partner and Director of Manager Research; Elizabeth Francis, CIMA®, Senior Research Analyst, Vice President

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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