Services
Independent
Fiduciary Oversight
Oversight is the
most critical responsibility of the investment
fiduciary; however, many lack the appropriate
education, knowledge and experience to fulfill
their duties. As a result, this obligation
is often delegated to the investment advisors
for the fund. Unfortunately, investment fiduciaries who perform oversight on their own investment advice are caught in a conflict of interest, causing the outcome of the oversight to be less credible.
Tillit
offers a wide range of expertise as well
as independent and objective solutions to
investment management issues. The
comprehensive consulting services
for investment fiduciaries that Tillit provides
include:
?
Independent oversight of the investment management
process
? Coordination of Strategic Investment
Plan and preparation of Investment
Policy
Statement
? Implementation and oversight of recommended
changes
? Education and training sessions for
investment fiduciaries
? Documentation of investment processes
and due diligence
? Limited-scope reviews of investment
fees, expenses and other fiduciary practices
What are the benefits
of Tillit's services?
Team Tillit produces
results which:
? Ensure that prudent processes are in
place and in practice
? Provide practical solutions to fiduciary and ethical imperatives
? Educate investment fiduciaries about
their responsibilities and best practices,
helping them
create and administer appropriate investment
processes
? Improve long-term performance by establishing
procedures to diversify the portfolio,
monitor expenses, and maintain a disciplined
investment process
? Provide an objective standard against
which to measure the fiduciary's actual
practices
by removing the guesswork
? Assure stakeholders that the stewardship
of their money is in good hands
? Reduce exposure to litigation
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