PENTalk™ – An Investment Fiduciary’s Approach to Creating a Sound Selection and Monitoring Process
By Michael Randazzo
“What’s involved in creating a sound selection and monitoring process of investments for defined contribution plans? Let us share our expertise and guide you through the process. Highlights of the talk will include:
Investment Process and Approach
Investment Policy Statement
Monitoring and Review of Investments “
As a Senior Investment Strategist, Mike oversees all aspects of portfolio management, including investment policy development, asset allocation policy, investment manager evaluation and capital markets strategy. On an ongoing basis, he also tracks performance measurement and analysis for our clients.