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Investment Manager Search Stewardship

Manage webcast
Tim Fallon, CIMA, Managing Director; Kelli Schrade, Managing Partner and Director of Manager Research
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.
Jul 22 2011
34 mins
Investment Manager Search Stewardship
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  • 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
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