| Governance Career Risk |
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During the February 16, 2010 Virtual Town Hall about investment governance (the concept, not the company), Mr. Wayne Miller said that some individuals shy away from proactive "investment best practices" reform because they fear that change will put them at risk of losing their job. The opposing point of view is that doing little to improve things could invite losses, a lawsuit, regulatory enforcement and/or sub-par returns. If any or all of those adverse outcomes occur, isn't one's job even more at risk? FiduciaryX.com subscribers can read the entire transcript of Mr. Miller's comments online. |
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Greetings!
The FiduciaryX Research and Education Team is pleased to present this debut issue of Investment Best Practices Matters, a weekly newsletter devoted to the sharing of thought leadership, events and expert insights. Check out some of the many items recently added to the site:
- Testimony About Hard-to-Value Assets
- Pension Fund Risk Management Guidelines
- Ten Things You Need to Know About Target Date Funds
- Analysis of 403(b) Regulations
- Asset Allocation Primer
- Comparative Study of Public Pension Plans
- Key Findings of Major Corporate Governance Study
- Explanation of Role of Credit Risk and Liability Management.
Don't forget to challenge our analysts, librarians and experts with your questions. Email Editors@InvestmentGovernance.com with your inquiry or log in as a subscriber and use our Virtual Reference Desk submission form. Let us save you time and money with your quick research needs. |
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Upcoming Events |
February and March 2010 are packed with insightful interviews with experts. The list below is a sampler of the numerous value-added programs available to FiduciaryX.com subscribers at no additional charge:
- Mr. Donald B. Trone, CEO - Fiduciary Ethos: Fiduciary Leadership
- Dr. Michael Kraten, President - Enterprise Management Corporation: SAS 70 and Service Provider Due Diligence
- Attorney Mitch Shames, Co-Founder - Harrison Fiduciary Group: Role of Independent Fiduciary
- Dr. Robert Maurer, Director of Behavioral Sciences - Santa Monica-UCLA Medical Center: Crisis Management
- Dr. Lucjan Orlowski, Professor of Economics - Sacred Heart University and Central Bank Consultant: Eurozone Monetary Policy and Investment Implications of Sovereign Default
- Mr. Pascal Levensohn, Managing Partner - Levensohn Venture Partners: Venture Capital Governance and Key Person Risk
- Attorney Timothy Selby, Partner - Alston & Bird, LLP: Hedge Fund Due Diligence and Hard to Value Challenges
- Mr. Seth Merrin, CEO - Liquidnet Holdings: High Frequency Trading.
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"The Shoals of Securities Lending"
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FiduciaryX blogger and independent fiduciary, Attorney Mitchell Shames writes about the challenges posed by securities lending, including valuation and collateral monitoring. He reminds institutional investors to (1) pay attention to the terms of the underlying asset pool (2) understand yield curve and credit risk (3) make sure that fees charged are market-based (4) review loan agreements for inclusion of protective default provisions (5) ensure that the bank has a fair process for "allocating loan opportunities among all of its lending clients."
FiduciaryX.com subscribers can enjoy Mr. Shames' blog entitled The Prudent Expert, along with insights from other expert bloggers, including institutional investors such as The Anonymous Trustee.
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On behalf of the Investment Governance team, we appreciate your time and look forward to connecting soon!
Sincerely,
Susan Mangiero
CEO
Investment Governance, Inc. |
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