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ASSESSMENT & CERTIFICATION:
Investment Managers |
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A Roland|Criss assessment is the key step in achieving CEFEX's investment manager certification. That certification implies that an investment manager can demonstrate adherence to the industry's best practices and is positioned to earn the public's trust.
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| The three key benefits of a Roland|Criss investment manager assessment 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. Investment managers who desire to be at the top of the referral list of intermediaries must be able to demonstrate skills, knowledge, and responsibility with buyers' fiduciary duty in order to attract and retain assets under management.
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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. Certified investment managers reduce the uncertainty about investment risks for their clients.
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• Competitive Advantage:
“Fiduciary responsibility” has become a watchword with trustees, investment committee members, and even individual investors. Investment managers who can communicate clearly that they manage their decision making for securities buys and sells against 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, 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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