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Best Practices for
Investment Fiduciaries
Webinar Summary
Trillions of dollars are in the hands of investment fiduciaries such as retirement plan committee members. But few are trained on their legal duty. Risk management experts discuss the key skills needed to serve as an investment fiduciary. They’ll solve the mystery surrounding that role.
Key points to be covered:
- Who is an investment fiduciary;
- The fiduciary framework;
- Practice guidelines;
- Common investment policy safus;
- How to interpret mutual fund ratings;
- Selecting fund managers correctly;
- Accountability standards;
- Limiting your personal risk; and
- Much more.
