Monitoring your plan’s investments is a fundamental fiduciary responsibility under ERISA. And if you’re like most plan sponsors, you’re probably already sitting in quarterly meetings while your advisor walks you through their performance. Ultimately, you are charged with selecting a lineup of competitive investment options, but sometimes performance can seem so random. What are the different sources of alpha (i.e., the return of an investment above its benchmark)? How do you tell the difference between results that came from manager skill and those that came from luck (good or bad)? What kind of questions should you be asking in investment performance reviews.
About the Speaker
Keith Hocter is an Investment Consultant, Partner and Founder at Bellwether Consulting, where he is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. His practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance.Keith received a B.S. in Computer & Information Science from The Ohio State University and an M.B.A. in Management from Rensselaer Polytechnic Institute. In addition, Keith holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of New York.
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