Fiduciary’s Guide To Trading Costs

Mission Statement

Plan fiduciaries are being held to a higher standard in the management of their fund’s transaction costs.  The Fiduciary’s Guide to Trading Costs seminar was created to provide senior level pension and mutual fund executives with the information they need to manage this effectively.  New trading techniques, emerging regulatory issues and new oversight challenges are presented and explained at these national and regional seminars.  All subjects are viewed from the fiduciary’s perspective.

 

Learning Objectives

1. Provide fiduciaries with the knowledge needed to manage the global trading costs associated  with their fund. 

2. Update fund executives on the best practices of the transition management sector and how to manage these restructurings. 

3. Assist fiduciaries with their due diligence responsibilities surrounding execution quality issues, transaction cost analysis, soft dollars, commission sharing arrangements and directed brokerage.

 

 

Next Scheduled Session

August 2009 in New York City

Attendance by invitation only.

 

Inquiries should be forwarded to: rkos@kosconsultants.com

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