Posts in Investment Committees
Top Six Tips for an Effective Investment Committee

 

Innovest’s consultants have had the opportunity in the last 20 years to observe the activities of scores of investment committees, from those overseeing hundreds of millions in assets to those entrusted with much more modest resources. In addition, a number of Innovest’s professionals volunteer on investment committees. Based on our experiences, the following items are tips for effective committees. Click here to read more.

Source: Innovest Portfolio Solutions

Issues for Investment Committees

Catherine Gordon, head of Vanguard Institutional Advisory Services, recently addressed several questions about effective investment committees, including:  

  • What's the best way to keep an investment committee focused on the long term?
  • When should underperforming managers be replaced?
  • What are the risks in signing a fiduciary acknowledgement letter?

Click here for Gordon's insights.