Explore New Investment and Reserve Research from ASAE and Fiducient Advisors
Event Information
Date(s):
Sep 12, 2024 - Sep 12, 2024
Time:
2:00 PM - 3:00 PM
Location:
Online
CAE Credits:
1
Member Price:
$0.00
NonMember Price:
$45.00
Description
Need help evaluating your association's investment-reserves policy, strategies, and practices? The new edition of Association Investment Policies, Practices, and Performance is designed to assist you in doing just that, and it has provided clear benchmarks and expert insights for years.
Investment advisors from Fiducient Advisors, provide expert insights and a 2023 market overview along with market commentary. Other topics covered by the report include
- investment policy governance
- investment strategy
- investment vehicles
- asset allocation
- investment performance
Speakers:
Ahmed Farruk, CIMA
Principal, Regional Director and Senior Consultant
Fiducient Advisors
Bill Fisher, AIF
Senior Consultant
Fiducient Advisors
This program will be hosted on ASAE’s learning platform, ASAE Academy. Registrants will receive instructions on how to log into ASAE Academy the first week of September, as well as a reminder email the day before the program. If you have questions about this event's accessibility, please reach out to Christin Berry, CAE.
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Sponsors & Partners
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Thanks to our sponsor: Fiducient Advisors
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Policies
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Cancellation, Refund & Substitution Policy
ASAE will fully refund program registrations fees in full with notifications submitted to ASAE Registration via e-mail at ASAEservice@asaecenter.org. All registration cancellations and refund requests must be made in writing by 10 business days before the program. Requests made in writing less than 10 business days prior to the first day of the program starting will receive a refund of registration fees minus a $75 cancellation fee. Refunds cannot be approved for no-shows. Substitutions are gladly accepted at any time. Badge sharing, splitting, and reprints are strictly prohibited..
Event Cancellation or Postponement
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