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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