This webinar, presented in partnership with Glenmede, will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs as this is an important but often challenging aspect of financial management. We will look at the various types of costs that investors pay – disclosed and undisclosed – and look at the typical ranges for each cost. We will examine the factors that influence costs, the categories of cost components, and methodology that may be helpful to understanding more fully what your organization pays for investment management.
John W. Church, III, CFA
Managing Director, Endowments and Foundations, Glenmede
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