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MARKETS SERVED :
Investment Managers |
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A CEFEX Certification is an independent recognition of an Investment Manager's conformity to the practices and criteria embraced within the Global Fiduciary Standard of Excellence.
Certification implies that an Investment Manager can demonstrate adherence to the industry's best practices and is positioned to earn the public's trust.
The Certification assessment is performed by an accredited CEFEX Analyst and is reviewed by the CEFEX Certification Committee in order to ensure complete impartiality.
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| The three benefits of the CEFEX Investment Manager certification include: |
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• Distinction as a Fiduciary Specialist:
More than eighty percent of the nation’s liquid, investable wealth is managed by trustees and investment committees. Advisors who desire to be at the top of their profession must be able to demonstrate fiduciary skills, knowledge, and responsibility in order to attract and retain key clients.
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• Risk Management:
Most investment litigation involves the omission of certain fiduciary practices and/or prudent investment procedures, as opposed to the commission of certain acts. The FIP™ incorporates a quality management system that services as a “checklist” to help Investment Advisors ensure that its investment process is prudently managed.
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• Competitive Advantage:
“Fiduciary responsibility” has become a watchword with trustees, investment committee members, and even individual investors. Advisors who can communicate clearly how they manage their investment processes to a defined fiduciary standard of excellence will enjoy a major advantage over competitors.
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Managers that obtain certification qualify for membership in the Investment Fiduciary Leadership Council.
For an online demonstration of the Investment Manager Certification program or our IMP Rating™ and pre-certification services, please Contact Us. |
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| TESTIMONIALS: |
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| “Roland|Criss' assessment of our firm's custodian function was thorough and produced many useful benefits to us. We have a much better appreciation of our clients' perspectives of us. The results of Roland|Criss' work has caused us to alter the way we tell our firm's service delivery message.” |
Denys Pearce, Managing Director
Plan B Trustees Limited |
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“I cannot think of one good reason every retirement plan sponsor and non-profit trustee should not require certification and accreditation for each consultant and money manager sharing the fiduciary role.”
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Jack Gardner, Managing Director
Thornburg Investment Management Inc. |
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