Fiduciary Management

For institutional investors such as pension funds and insurance companies, fiduciary services offer an alternative to maintaining an in-house investment department. Fiduciary management provides access to expertise and investment sectors that in the past were only open to the largest institutional investors. Fiduciary management enables the executives of pension funds and insurance companies to remain independent and flexible. It gives them continuous access to the management information they require while allowing them to focus on matters of policy.

Projects that Asset Advisors has implemented for pension funds and insurance companies include:

Projects that Asset Advisors has implemented for asset managers include:

Training and coaching staff in the area of fiduciary management.