A Prudent Process for Investment Manager Selection

A Multnomah Group Event
Wednesday, February 20, 2013

Retirement plan fiduciaries have a responsibility for the prudent selection and monitoring of plan investments. If your investment selection decisions are based solely on investment style, fees and historical returns, you may be missing the larger picture. In this webinar, Scott Cameron, CFA, will present a rigorous, multi-step process for selecting investment managers to serve your plan’s and participant’s needs. Using a use case scenario, we will demonstrate how to define the “Investment Universe”, the use and limitations of quantitative analysis, conducting proper qualitative due diligence, and the selection of a prudent investment for a participant-directed defined contribution retirement plan.

scott-presenterAbout the Presenter

Scott is the Chief Investment Officer for the Multnomah Group and a founding Principal of the firm. He leads Multnomah Group’s Investment Committee, is responsible for the development of the firm’s investment research methodology, and conducts investment manager due diligence. Scott also consults with plan sponsors on investment menu design, investment manager selection, fiduciary governance, and vendor fees/services.

About Multnomah Group

The Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include fiduciary governance, investment consulting, vendor search, plan benchmarking, and plan design.

Please provide the following: