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| The New Trust but Verify Fiduciary Considerations and Target Date Fund Selection |
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This event is closed for registration
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| Date: |
3/9/10 |
| Time: |
1:00 PM |
| Member Cost: |
$10.00 |
| Nonmember Cost: |
$25.00 |
| Location: |
Rainier Club
Cutter Room |
| Address: |
820 4th Avenue Seattle, WA |
| Dress Code: |
Business Casual |
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Speaker(s):
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Ron Surz, President PPCA Inc and Target Date Solutions |
| Coordinator: |
Jeff Lippens |
| Event Description: |
| The old 'Trust but Verify was about the accuracy of investment performance results. But that's all changed, due in large part to GIPS and its verifiers. The new 'Trust but Verify is often managed from a marketing standpoint. Accounts are frequently won with creative marketing rather than alpha. Contemporary due diligence unspins the yarn, but is the industry ready for the truth? Level playing fields often hurt many investment managers.
Fiduciaries have come to believe that any target date fund (TDF) will suffice because all TDFs are qualified default investment alternatives (QDIAs), but most TDFs are flawed. Fiduciaries have the duty to know the difference between good and bad TDFs, and the responsibility to choose good ones. |
| Other Information: |
| About the Speaker
Ron Surz is the President of PPCA, Inc (www.PPCA-Inc.com), an investment technology firm in San Clemente, CA , specializing in performance evaluation and attribution software, primarily for financial consultants and sophisticated institutional investors. Ron is also the President of Target Date Solutions (TDS) (www.TargetDateSolutions.com), providing custom designs for target date lifecycle funds using the Safe Landing Glide Path®.
Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation. |
| Comments: |
This event qualifies for 1 hour toward CFA Institute's Continuing Education Program. The CFA Society of Seattle is proud to be an Approved Provider for CFA Institute's Continuing Program. As a benefit to our members, CFA-Seattle will log this credit in the CE Diary for members who pre-registered for and attend this event. For more information please contact info@cfaseattle.org.
To register for this program, please go to Future Events webpage or click on the 03/09/10 link below, or contact the CFA Seattle office at info@cfaseattle.org.
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