Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…
Investment Manager Search Stewardship
The Fiduciary Duty of High Alpha, High Integrity & Low Fees
Live Webinar – Friday, July 22, 2011 – 1:00 PM CT
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:
Quality control – Know thy managers with thorough due diligence steps to avoid fraud and poor products. We’ll review a five-step process for fulfilling your manager search fiduciary duty in detail.
Cost control – Keep costs from eroding performance by actively negotiating so-called “industry standard” fees. We’ll review a case study where the institution realized significant cost savings through fee analyses and aggressive negotiation.
Presenters: Tim Fallon, CIMA®, Managing Director; Kelli Schrade, Managing Partner and Director of Manager Research
Who should attend: Institutional investment stewards, investment managers
Live webinar attendees will be able to submit real-time questions to presenters and vote in audience polls during the event. If you are unable to attend the webinar live, you can also view it afterward on demand.
Registrants will automatically receive a follow-up email a few minutes after the end of the webinar to notify them of webinar recording availability.
Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis…
In 2017 the global economy underwent a synchronized move upward and investors saw equities throughout the world generate double-digit returns….
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 >