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Products March 25, 2013
Arnerich Massena Offers Fiduciary Education
Arnerich Massena Inc. is rolling out a custom
fiduciary education program for investment committee members of endowments and
foundations.
Reported by Kevin McGuinness
Blueprints is geared toward new investment committee members and is available to all Arnerich Massena clients. It will provide fundamental investment knowledge committee members will need to act as prudent fiduciaries. It comprises six modules, including self-test assessments and supplemental materials.
Blueprints materials include information about:
- Fiduciary responsibility;
- Investment policy statement construction;
- Benchmarking and performance evaluation; and
- Manager selection and due diligence.
The Blueprints program will offer educational materials and webcasts designed for retirement plan sponsor clients later in the year.
“Our goal is to make the transition onto the committee as smooth and seamless as possible for our clients,” says Tony Arnerich, CEO and CIO of Arnerich Massena. “We believe that committee education has the potential to enhance members’ knowledge and our clients’ long-term outcomes.”