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Investment best practices are no longer a luxury. Whether you are a formal or functional fiduciary, your every decision must be properly documented to reflect a thorough vetting of qualitative and quantitative risks and an assessment as to how your actions meet the standards of prudence.
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Upcoming Events and New Additions

Financial Reform and Derivatives - Big Changes Coming
The new financial reforms that have recently been signed into law mandate further transparency and changes in how derivatives are traded and settled. With over-the-counter financial instruments now a mainstay for most corporate and government treasury departments, pensions, endowments and foundations, a clear understanding of what the new law does and does not address is critical for anyone involved in derivatives reporting, valuation, hedging, capital-raising, credit risk assessment and risk management advisory. The impact of these sweeping changes could greatly affect the use of derivatives by institutional investors and their counterparty banks. The changing role of the fiduciary promises increased liability across the board. At the same time, questions about clearing, counterparty risk and collateral management become more important than ever. Join us for a July 29, 2010 educational webinar from 2:00 PM EST to 3:30 PM EST to learn more about service provider due diligence, collateral management, clearing derivatives, hedging costs and enhanced disclosure. Mr. John Hudson of Hudson Consulting Group LLC leads this important discussion with Mr. David Boberski (Head of OTC Research and New Product Development, CME Group), Attorney Matthew Kerfoot (Counsel, Dechert LLP) and Dr. Susan Mangiero, CFA, FRM (Founder, Investment Governance, Inc.).

Fiduciary Liability Insurance and New Challenges for Pensions, Endowments and Foundations
Join Investment Governance, Inc. and esteemed experts for an educational webinar about fiduciary liability insurance and new challenges for pensions, endowments and foundations on July 28, 2010 from Noon to 1:15 PM EST. Mr. Gerry Czarnecki, governance exprt and member of the board of directors of State Farm Fire & Casualty will be joined by Attorney John Horak, founder of the Nonprofit Organizations Practice Group for Reid and Riege, P.C. and Ms. Rhonda Prussack, EVP and Product Manager of Fiduciary Liability for AIG Executive Liability. Click here to reserve your seat for this complimentary and topical educational event.

Transition Management: Taming the Beast
The slides for the June 24, 2010 educational webinar entitled "Transition Management: Taming the Beast" are now posted. Click here to access the slides and the audio recording.

Retirement Plan Reporting Rules
Slides from the June 29, 2010 educational webinar entitled "Fees, Form 5500 and Fiduciary Liability: The New F Words" have been posted. Click here to access the slides and the audio recording of this educational event.

Derivatives and Fiduciary Duty
"A Trust Fiduciary's Duty to Implement Capital Preservation Strategies Using Financial Derivative Techniques" by Attorney Randall Borkus describes a fiduciary duty to hedge and pension risk management in the context of prevailing law. Click here to read the full article.

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The FiduciaryXSM website, owned and operated by Investment Governance, Inc., provides independent and actionable information, data and education products for institutional investors. Focused on "best practices" and investment process standards, FiduciaryXSM deliverables focus on topics such as pension risk management, asset allocation, ERISA compliance, mutual fund board education, endowment and foundation strategies, hedge fund investing, investment ethics, hard to value pricing, fiduciary duties, investment governance leadership, 401(k) fee analysis, investment litigation, securities lending, portfolio diversification, fiduciary liability insurance, socially responsible investing and much more.

Copyright © 2014 by Investment Governance, Inc. All Rights Reserved. This site is made available for educational purposes. Nothing on this site is intended to serve as investment, financial, accounting or legal advice. Investment Governance, Inc. does not endorse any specific companies or their products or services.