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
Please contact us for access to this video.