Concord views client education as vital to a well run investment program. Informed and educated decisions tend to generate better results. With the inevitable rotation of people through boards, committees, and staff positions, combined with the ever changing capital markets, ongoing education is a necessity.
Educational services are provided as part of Concord’s ongoing retainer-based relationships and/or on a stand-alone basis. Retainer based clients can opt to enhance Concord’s ongoing education by requesting Concord organize on-site or off-site workshops to concentrate on specific topics. As a stand-alone service, Concord can be retained to provide similar workshops to organizations who want to bolster their investment oversight knowledge. Concord also provides education via published materials. As is the case with the meetings and workshops, our written educational pieces are both ongoing and designed for special situations. The publications can be designed specifically for a client or group, or generic materials pertinent to specific subjects.
Examples of Educational Topics:
Governance
- Prudent Investment Processes
- Efficient Decision Making
- Identifying and Managing Conflicts of Interest
- Investment Policy Issues
- Understanding Asset Allocation
- Proper Investment Supervision
- Hiring/Firing of Asset Managers
- Analyzing Operating Efficiency
Investments
- Investment Management Basics
- Risk and Return Expectations
- Understanding Performance Attribution
- Current Capital Markets: Issues and Opportunities
- Introduction of New or Alternative Investment Strategies
