Investment Manager Search Stewardship

July 01, 2011 | Tim Fallon, CIMA®, Managing Director

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 – Get to know 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.

 


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.

Tim Fallon, CIMA®
Managing Director

Get to Know Tim

Related Content

07.06.2020

Financial Factors in Selecting Plan Investments Proposed Rule

On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…

07.01.2020

Russell Rebalance: What Happened?

Summer has arrived and with it comes the annual “Russell Rebalance,” or as FTSE Russell — the index administrator —…

06.29.2020

Sustainable Investing in a Post-COVID World

Defined as an unpredictable occurrence that is beyond the scope of normal expectations, a black swan event is rare and…

06.01.2020

Don’t Mind the Gap

On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…

05.22.2020

Brighter Lights at the End of a Shorter Tunnel

Biotech company Moderna’s announcement earlier this week that its coronavirus vaccine successfully helped healthy adults produce antibodies against COVID-19 sent…

05.11.2020

Is It Game Over for Value Stocks?

Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >