Investment Risk Assurance

In the fiduciary world, the proper management of investment decisions for retirement plans and charitable nonprofits is determined not by the outcomes of those decisions but by the methods used to arrive at the decisions.

Our innovations in Governance, Risk management, and Compliance (“GRC”) help meet the demands facing administrative fiduciaries that oversee retirement plans and donors’ contributions to nonprofit organizations.

We applied the same process based GRC approach to the duties facing investment fiduciaries. The results:

  • reporting that clarifies opportunities;
  • uncertainties are eliminated; and
  • stakeholder expectations are met.

Roland|Criss’ Christine Denton discusses the investment fiduciary risk protection generated by our GRC assessment program.

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