New Investment Best Practices Resources
We are hugely excited to debut FiduciaryX.com, a unique knowledge-sharing platform for investment investors and their service providers. Two years in the making, we are continually busy at work, adding research, convenings with experts and new discussion forums to this multi-functional website.
- If you want a demo, please call (203) 929-0011 or view our short FiduciaryX video tour.
- If you think you or your colleagues qualify for a 90-day free trial, please email Sales@InvestmentGovernance.com.
- If you want to sign up for our complimentary weekly ezine entitled Investment Best Practices Matters, click here.
- If you would like to contribute content or blog, email Editors@InvestmentGovernance.com with your resume and topics of interest.
Click here to listen to me talk about FiduciaryX - what it is, why the website was created and who benefits. A transcript of this short video is provided below.
WHAT IS FIDUCIARYX? "Fiduciary X is a one-stop shop for information, research and analysis about investment best practices decision-making. It's a place where executives can get information about what the rest of the industry is doing, thought leadership on a variety of topics - asset allocation, investing in hedge funds, determining whether the fees paid to a money manager are prudent or not - and also be able to connect with peers."
WHY CREATE THIS WEBSITE? "It's a very scary time right now. Liability, both personal and professional, is soaring. People are paying higher insurance premiums. Lawsuits are skyrocketing. There are more rules and regulations than people can keep up with at this time. There's complexity in the investment world. There's market volatility. We've already seen that headline risk is a huge factor. People are very nervous about their jobs. We're trying to create - and we think we have succeeded with this website - a place that is safe for executives and their service providers to exchange ideas, to figure out what works and what doesn't work, to learn from past disasters and to do the very best job possible."
WHO BENEFITS FROM FIDUCIARYX? "We want to give recognition to the best in class leaders in the industry. The people who are doing everything right, who are taking a lot of extra steps to make sure that the decisions they make are comprehensive and carefully thought out. Right now the only people who get attention and a lot of press are the bad players. We need to learn from those individuals and organizations that are doing everything right on behalf of the ultimate individuals who pay the price for bad decisions."
