Investment decision-maker: What color are you?

Investment decision-maker: What color are you?

Many enterprises have organized groups of executives and managers into what are called investment committees. Not all such groups make actual investment decisions. Some committees function as an oversight board charged under various pension and trust laws to select...
Get all the facts before deciding

Get all the facts before deciding

What skills should investment committee members possess? Managing an investment decision-making process demands skills of a scientific nature and abilities that are best described as artistic. Institutional investors are required as a matter of prudence to take into...
Benchmarking is Not Enough

Benchmarking is Not Enough

Evaluating investment performance requires unbiased, accurate data Most recordkeeping firms provide investment “benchmarking ” reports to their clients. Such reports compare each investment to a peer group or stated index (benchmark). This index is...