Annual Meeting & Exposition 2007
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Establishing Prudent Investment Management Guidelines
Track:
Sessions
Program Code: 030
Date: Saturday, August 11, 2007
Time: 4:00 PM to 5:15 PM EST
Location:
S101A
SPEAKER:
Michael Engel, CFA, CIMA, Senior Institutional Consultant, Smith Barney
Description
Can your investment program be enhanced to help improve diversification, reduce risk, and reflect sound fiduciary management? Hear how to establish effective practices that can be incorporated into all of your investment decisions. Learn how to create investment policy statements, develop a prudent asset allocation strategy, select appropriate investment managers, monitor performance results, and conduct periodic rebalancing strategies.