Hi [[ session.user.profile.firstName ]]

Investment Manager Search Stewardship

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.
Recorded Jul 22 2011 34 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Tim Fallon, CIMA, Managing Director; Kelli Schrade, Managing Partner and Director of Manager Research
Presentation preview: Investment Manager Search Stewardship
  • Channel
  • Channel profile
Webinars for Institutional Investment Stewards
Marquette Associates webinars cover the three key factors that lead to successful investment programs and fiduciary responsibility – risk, quality and cost – to enable institutions to be more effective investment stewards.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Investment Manager Search Stewardship
  • Live at: Jul 22 2011 6:00 pm
  • Presented by: Tim Fallon, CIMA, Managing Director; Kelli Schrade, Managing Partner and Director of Manager Research
  • From:
Your email has been sent.
or close