November 30th, 2018
By Mark Bell
A quarterly investment review should be a time where plan fiduciaries can learn more than how the plan performed. It’s essential to utilize this time to understand your asset manager’s process and how they approach the challenging market.
In order to make these presentations beneficial for everyone, including investment consultants and managers, make sure to consider these tips:
For more information on which key attributes an outstanding investment presentation should include, download our guide, Best Practices for Quarterly Investment Reviews, and make sure your presentation goes beyond the numbers and tells a compelling narrative.
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