PENTalk™ - An Investment Fiduciary's Approach to Creating a Sound Selection and Monitoring Process

PENTalk™ – An Investment Fiduciary’s Approach to Creating a Sound Selection and Monitoring Process

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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 Philosophy Investment Process and Approach Investment Policy Statement Monitoring and Review of Investments “

Author

Michael Randazzo

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.

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