- Wealth Management
- Institutional Advisory
- Pilot Program
Investment Committee Education
Important components of meeting fiduciary responsibilities include understanding the investment topics and the basis for both current and historical decisions.
More formal education for committee members through on-site training sessions and periodic presentations can help members develop an understanding of key topics, including:
- Industry best practices (investment management)
- Asset allocation and asset class review
- General economic updates and the markets
- Considering socially responsible investments
- Fiduciary responsibility
In addition to educating current committee members, our institutional advisory specialists also spend time with incoming members to explain the portfolio, the investment policy statement, any relevant history regarding changes, the decision-making process, and related roles and responsibilities. Of course, we are also always available to address any questions.