Education & Training

We conduct training sessions and seminars for our clients on topics of special interest. These sessions are part of the service we provide for trustees and staff. We conduct these sessions in our client's offices to insure a uniformity of communication among all parties. Topics we have addressed in client seminars include the impact of asset allocation, structuring multiple managers, diversification, control of transaction costs, directed brokerage, securities lending, proxy voting and control of manager fees. We will tailor workshops for your fund for the study of these and other relevant topics.
 
 
 

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