Brett Christenson, CFP, CFA, Managing Director; Greg Leonberger, FSA, Vice President and Director of Research
In the wake of the 2008-2009 financial crisis, institutional investment stewards are faced with more complex fiduciary duties than ever.
Join us for a live webinar to address today's emotional market volatility and discuss a focused approach to meeting the requirements of investment stewardship in 2011 and beyond.
This webinar will review the three key fiduciary responsibilities that lead to successful investment programs in good markets and bad:
• Risk control - Stay off the greed-fear roller coaster with complete clarity on asset allocation and a conviction to rebalance as needed.
• Quality control - Know thy managers with thorough due diligence steps to avoid fraud and poor products.
• Cost control - Keep costs from eroding performance by actively negotiating so-called "industry standard" fees.