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ENGAGE 2017


ENG1713 - Due Diligence and Investment Manager Selection


Jun 13, 2017 7:00am ‐ Jun 13, 2017 7:50am

Standard: $49.00

Description

Advisors are faced with the daunting task of choosing from a wide range of investment strategies (including passive approaches) and trying to determine which asset managers are likely to add value. This session will provide a framework for doing so.

Attendees will learn:

  • How to assess an advisory firm's capabilities to determine what kind of due diligence and manager selection processes make sense.
  • How to evaluate asset management organizations beyond the past performance of their products.

Speaker(s):

Tags: PFP NAA EST TAX PST AAM

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