Advanced Investment Topics
This is a two and a half day program that provides attendees with a complete and thorough overview of prudent investment practices for both Trustee-directed and Participant-directed funds. We will cover the key concepts needed to successfully meet a plan’s investment objectives.
The course work addresses the primary components of the investment management process:
- The Role of the Fiduciary
- Capital Market Theory
- Asset Allocation
- Manager Structure
- Investment Policy Statements
- Implementing Investment Policy (Manager Search, Custody, Securities Lending, Fees)
- Monitoring and Controlling an Investment Program (Performance Measurement)
This course is beneficial to anyone involved in the investment management process, including: trustees and staff members of public, corporate and Taft-Hartley retirement funds (defined benefit and/or defined contribution); trustees and staff members of endowment and foundation funds; representatives of family trusts; and investment management professionals and staff involved in client service, business development, consultant relations, and portfolio management
Tuition for the Advanced "Callan College" session is $2,500 per person. Tuition includes instruction, all materials, breakfast & lunch on each day, and dinner on the first evening with the instructors.
Contact Us
For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.