Steve Fingerhut & Paige Fingerhut, Probate, Trust & Estate Specialists

Investment Governance: What is it and why does it matter?

Date: Thursday, May 3, 2018
Time: 12:00pm - 1:30pm
Location: The Grand Event Center 4101 E Willow St 90815
Speaker: Josh Yager

EPTCLB Program and Luncheon by Josh Yager

The Grand Event Center 4101 E Willow St 90815

Investment Governance: What is it and why does it matter? A survey of investment governance best practices for individual trustees, ERISA trustees, and foundation and endowment board members.

Many trustees ask, “Is the investment advisor I have hired doing a good job?” The answer to this question depends on what job the trustee gave to the investment advisor. Why was the advisor hired? What risk expectations and return objectives has the trustee established? What level of discretion has the advisor been given? How is the advisor paid? It is difficult to determine if an investment advisor is doing a good job if the trustee has never taken the time to define that job. This is why Investment Governance matters. It would not be hyperbole to say that a trustee cannot fulfill their oversight responsibilities unless an investment governance process has been thoughtfully developed and consistently maintained.

About Anodos: Anodos helps capital owners develop and manage an investment
governance process. For many of our clients this oversight responsibility is not merely a subject of curiosity, but a duty they are obligated by statute to fulfill on behalf of the
beneficiaries and organizations they serve. What makes Anodos unique is this is all we do. We don’t manage money, sell insurance, or accept referral fees. We don’t have a horse in the race.

About Josh: From what Josh tells me, he is a fantastic guy.

Title: Investment Governance: What is it and why does it matter? A survey of​
 
investment governance best practices for individual trustees, ERISA trustees, and
foundation and endowment board members
Title: Investment Governance: What is it and why does it matter? A survey of​
 
investment governance best practices for individual trustees, ERISA trustees, and
foundation and endowment board members

Thank you to this month's speaker sponsor, TLD Law

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