Selecting Investment Advisors

Public sector organizations use investment advisors to augment their portfolio management activities. This webinar will focus on the appropriate uses for investment advisors based upon GFOA's best practice on selecting an advisor. Speakers will contrast the responsibilities and duties of the advisor against the organizational custodian responsible for using the advisor. Speakers will also address the components of an RFP for selecting an advisor and questions to ask during the selection process.
12/10/2013 - 12/10/2013
Interactive Internet training

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