Manager Selection And An Update On CFA Institute Initiatives For Advisors

Advisors will learn key issues in performance measurement, performance evaluation, and manager search processes, and also get an update on CFA Institute initiatives and resources that will bolster client confidence and trust and lay the foundation for a sustainable practice. We will cover:

• Is time-weighted return or money-weighted return a better measure of performance? 

• How do deposits and withdrawals influence investment reporting and the interpretation of investment results?

• What is the role of Global Investment Performance Standards in building an advisory practice?

• What does a sound manager search and selection process look like?

• How can you and CFA Institute help shape future of the profession for the ultimate benefit of society?

• Resources to bolster your team's performance and trustworthiness.
 

CFA Institute leads the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Stephen Horan, Ph.D., CFA, CIPM is a managing director and co-leads educational activities at CFA Institute, including the CFA Program, the CIPM Program, the Claritas Investment Certificate and publications.

This webinar is eligible for IMCA^® CE credit.