What is FiduciaryX.com?
FiduciaryXSM is a unique and independent one-stop investment best practices research and education portal that integrates analytical and search tools to document institutional investment industry practices and deliver answers. Access thought leadership, checklists and case studies to prepare for investment committee meetings about asset allocation, asset manager selection, use of consultants and other critical topics. Learn what works from peers. Share ideas with colleagues about what to avoid. Rank service providers on factors such as their knowledge of fiduciary concepts, reasonableness of fees and quality of customer service. Search the FiduciaryX Service Provider Directory for vendors in over eighty categories.
With the most comprehensive online investment best practices information available today, FiduciaryX will help you to save countless hours in research time, guide transaction strategy by providing research about what works and offer easy access to industry experts, allow you to document your decisions by referencing industry standards, rules and regulations.
Convenient Access to Investment Industry Standards
The Investment Governance, Inc. research and editorial team regularly updates www.FiduciaryX.com with investment industry standards and guidelines, case studies, document templates, expert insights and data. Besides the ability to search a comprehensive database covering over 100 critical fiduciary related topics, asset owners can ask a question via the Virtual Reference Desk, facilitate discussions with peers around the world, lead a Virtual Town Hall or engage Investment Governance, Inc. to provide customized research, prepare financial graphs and tables, retrieve economic data, assemble topic bibliographies.
Education and Due Diligence
Investment best practices education and benchmarking are integral to proper due diligence. If you want to improve your Fiduciary IQ and demonstrate an ongoing adherence to prudent process, we can help.
The Investment Governance, Inc. team is experienced at providing online and in-person workshops for and with institutional investors to satisfy the training needs of new and seasoned investment committee members, board members and trustees alike. Risk management, valuation, hedge funds, 401(k) fees, fiduciary standards and asset allocation represent a sampler of “must know” topics.
Your Time is Valuable
It can take a considerable number of hours to research relevant issues, gather supporting documentation about what peers are doing, identify data sources and benchmarking studies and/or create "what if" analyses. The Investment Governance, Inc. team of experts, analysts and research librarians can reduce your workload and provide critical support to save you time.
For more information or to sign up for a complimentary subscription to www.FiduciaryX.com, call (203) 929-0011 or email CustomerCare@InvestmentGovernance.com.