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 that attorneys and their clients can trust.
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.
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, attorneys can ask a question via the Virtual Reference Desk or engage Investment Governance, Inc. to provide customized research, prepare financial graphs and tables, retrieve economic data and assemble topic bibliographies on behalf of your clients.
Educating Clients
The Investment Governance, Inc. team is experienced at providing online and in-person workshops for and with attorneys 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.
Communication With Clients in Private Setting
FiduciaryX.com technology allows you to create secure and “invitation only” groups to existing and prospective asset owner clients. Without spending money on technology, you are instantly able to distribute thought leadership and announcements about customized events to those investment decision-makers you identify. The Investment Governance, Inc. team does the rest.
Litigation Database
In summer 2010, from the convenience of your office, 24/7, FiduciaryX.com subscribers will be able to enjoy discounted access to a new and improved investment litigation database. In the interim, the Investment Governance, Inc. research team can provide time-saving research and case retrieval about investment-related cases from over 2,500 archived legal documents in a searchable database.
For more information or to sign up for a complimentary subscription to www.FiduciaryX.com, call (203) 929-0011 or email CustomerCare@InvestmentGovernance.com.