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:

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.

Sponsors & Partners
- Thanks to our sponsor: Fiducient Advisors
Policies
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