Investment Management Services

A Survey & Sample Series title, this book includes eight sample RFPs and 167 survey responses about investment management services and plan sponsors' relationships with investment management professionals in both the United States and Canada. Responses address whether outside investment consultants are consulted, the number of investment managers per plan sponsor, frequency of performance reviews and meetings with investment managers, and what specific services offered by investment managers and investment consultants are used. Sample requests for proposal are included.

International Foundation. 254 pages. 2008.

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