Tim Fallon, CIMA®
Many institutional investment programs suffered major losses during the 2008-2009 financial crisis due to poor products and even outright fraud. Lack of a disciplined investment manager search due diligence process was almost always the root cause.
Register now to join us for a live webinar to discuss a best practice approach to fulfilling your fiduciary duty to meet the investment manager search stewardship “Big 3” – high alpha, high integrity, and low fees.
Continuing the conversation from our last webinar, Investment Stewardship 2011: Fiduciary Duty in An Uncertain Decade, we’ll dive deeper into two key fiduciary responsibilities that lead to high alpha, high integrity, and low fees:
Live Webinar – Friday, July 22, 2011 – 1:00 PM CT
Investment Manager Search Stewardship
The Fiduciary Duty of High Alpha, High Integrity & Low Fees
Who should attend: Institutional investment stewards, investment managers
Presenters: Tim Fallon, CIMA®, Managing Director; Kelli Schrade, Managing Partner and Director of Manager Research
Please contact us for access to this video.
On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >