• Ask a quick question of the FiduciaryX research librarians and subject matter experts.

The FiduciaryXSM Virtual Reference Desk is designed to assist subscribers with quick questions. Topics such as investment best practices, hedging, strategic asset allocation revision, valuation, private equity funds, international investing, risk management and fee economics are a few of the many areas we've been asked to address.

Each week, our team of research librarians, analysts and subject matter experts will tackle your inquiries in the hopes of helping you rekindle an idea, provide a resource about a critical topic, identify an oft-used industry benchmark or reference a thought-provoking study. We will publish results by adding questions and answers to the searchable and continuously updated FiduciaryX Knowledgebase so that others with the same question can find answers relating to over 100 topics. Answers will always be posted without citing the name of the individual who asked for help.

If your information needs go beyond a quick question, please contact Editors@InvestmentGovernance.com or a member of the Investment Governance management team or complete the Contact Us form to learn more about customized knowledge process solutions such as:

  • Tailored training for your staff or clients
  • Need-specific surveys
  • Private label white papers
  • Large-scale data assessment
  • Development of practice aids
  • Financial modeling

We deliver an independent work product that saves you time and money, allows you to leverage off our expertise without taking on new staff and reflects the breadth and depth of our intellectual capital.

Please include a phone number where you can be reached and the urgency of your request.



Email *
Provide a complete email address so we can respond.
Check your spam filter in case our email lands there.
Confirm Email *
Deadline for Reply *

This form is for questions that can be answered within 5 business days.
Subject *
How will you use this information? *

Understanding the context and scope of your inquiry helps us to provide a more relevant answer.
Is this for litigation or regulatory purposes?
Your Question *

Your question will be read by a real person. It is crucial that your question is clearly written Please err on the side of writing too much.
Sources Already Consulted

We don't want to send you back to a reference you've already consulted.
 

Contact Us / Privacy Policy / Registration Page / Contribute

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.