Fiduciary Briefings and Policy Evaluations

On-site customized, confidential briefings tailored to your  specific needs.  Will evaluate current trading policies and suggest relevant changes.  Possible topics include:

· Protecting Your Interests During Fund Transitions

· How to Select and Monitor Transition Managers

· Five Pitfalls to Avoid During Manager Transitions:  What Every Fiduciary Needs to Know

· Understanding Post Trade Evaluations—Should I Thank My Transition Manager Profusely or Never Hire Them Again?

· The Quest for Best Execution: Issues and Challenges

· The Changing World of  Commission Recapture

· Emerging Regulatory Issues and Soft Dollars

· Changing Market Structures: The Fiduciary’s Perspective

 

 

 

Advocating For Plan Sponsors Since 1987

Constant Innovation, Unwavering Client Loyalty

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