Investment Best Practices and Fiduciary Standards Virtual Reference Desk
Investment Governance, Inc. - owner and creator of www.FiduciaryX.com - is pleased to present a new research service for institutional investors and their attorneys, auditors and advisors. According to CEO Dr. Susan Mangiero, CFA, FRM, "The FiduciaryX Virtual Reference DeskSM is yet another productivity tool we offer to help asset owners such as pensions, endowments, foundations and the legal and financial counselors who assist them. Centered on six mission-critical areas to include Asset Allocation, Due Diligence, Fees, Fiduciary Liability, Risk Management and Valuation, we invite investment professionals to submit their questions online to our team of research librarians and subject matter experts."
Decision-makers such as executive directors, analysts and law firm partners who beta tested this now publicly available investment best practices tool all agree that the FiduciaryX Virtual Reference Desk offers an easy and invaluable mechanism for answering tough yet vital questions that are integral to documenting prudent decisions. One asset owner affirmed that "The Investment Governance, Inc. research team responded quickly in response to my question about reasonableness of fees. They sent along information that was hugely helpful, saved me time and found documents that I had not uncovered on my own." Another investment professional queried about the relationship between asset size and performance for policy-making purposes and was "more than pleased with the turnaround and quality of work." Other recent queries centered on topics such as hedge fund valuation guidelines, 401(k) provider rankings, use of over-the-counter derivatives as hedging instruments for asset-liability management purposes and what to consider when selecting investment consultants.
Interested persons can visit http://www.fiduciaryx.com/virtual_reference_desk or email Editors@InvestmentGovernance.com.
Whether to support litigation work or to demonstrate procedural prudence about Asset Allocation, Due Diligence, Fees, Fiduciary Liability, Risk Management or Valuation decisions, the FiduciaryX Virtual Reference Desk and related FiduciaryX KnowledgebaseSM are indispensable tools.
For those in need of more in-depth independent research, Investment Governance, Inc. provides customized knowledge process solutions to include:
- Tailored training for board and committee members, trustees, staff, auditors and attorneys
- Need-specific surveys
- Private label white papers
- Large-scale data assessment
- Development of practice aids
- Financial modeling and model reviews
Dr. Susan Mangiero states: "We are delighted to offer the breadth and depth of our subject matter resources to asset owners, their counsel and advisors. Benchmarking investment best practices and understanding how a particular fund stacks up against industry peers is a good defense but is smart business too. At a time when there is so much more scrutiny as to how investment decisions are made, anyone involved in stewardship of $25 trillion has to show that they are doing a great job. Even the best fiduciaries could potentially face trouble if they cannot demonstrate that they did their homework thoroughly and without conflicts of interest. Our independence and objectivity allows us to offer significant help in a timely manner."
