Investment Manager Search Stewardship

July 01, 2011

A BrightTALK Channel

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.

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