Download the replay for AIMSE’s Webcast Wednesday feat. Chris Rae: The New Marketing Paradigm. Initial premiere August 19th, 2020. Webcast also available at the following link: https://register.gotowebinar.com/recording/3033139573716906498
2020-08-20
Download the replay for AIMSE’s Webcast Wednesday feat. Chris Rae: The New Marketing Paradigm. Initial premiere August 19th, 2020. Webcast also available at the following link: https://register.gotowebinar.com/recording/3033139573716906498
2020-08-20
AIMSE 2020 Annual Conference Prospectus
43rd Annual Marketing & Sales ConferencenMay 3 – 5, 2020nBoca Raton Resort & ClubnBoca Raton, FL
2020-03-06
AIMSE Annual Marketing & Sales Conference April 2019 – Final Program
final conference program
2019-04-23
AIMSE Annual Marketing & Sales Conference April 2019 – Preliminary Program
Preliminary Conference Agenda
2019-02-14
AIMSE Annual Marketing & Sales Conference April 2019 – Prospectus
Exhibitor & Sponsorship Prospectus
2019-02-14
AIMSE Annual Canadian Conference – Preliminary Program – January 2019
Preliminary Conference Program and Agenda
2018-11-09
AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2019
Conference Exhibit & Sponsorship Opportunities
2018-11-08
AIMSE Fall Conference October 2018 – Exhibitor & Sponsor Prospectus
Exhibit and Sponsorship Opportunities Available at the 2018 Fall Conference
2018-08-08
AIMSE Annual Marketing & Sales Conference April 2018 – Preliminary Program
Preliminary Conference Agenda
2018-02-01
AIMSE Annual Marketing & Sales Conference April 2018 – Prospectus
Exhibitor & Sponsorship Prospectus
2018-02-27
AIMSE Annual Canadian Conference – Preliminary Program – January 2018
Preliminary Conference Program
2017-11-01
AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2018
Conference Exhibit and Sponsorship Opportunities
2017-10-30
AIMSE Fall Conference October 2017 – Exhibitor & Sponsor Prospectus
Exhibit & Sponsorship Opportunities
2017-08-04
AIMSE Annual Marketing & Sales Conference April 2017 – Conference Program
Conference Program
2017-04-21
AIMSE Annual Marketing & Sales Conference April 2017 – Preliminary Program
Preliminary Program
2017-02-10
AIMSE Annual Marketing & Sales Conference April 2017 – Prospectus
Exhibitor & Sponsorship Prospectus
2017-02-16
*speakers listed are confirmed to date and subject to change
Conference Program
AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2017
Conference Exhibit & Sponsorship Opportunities
2016-11-07
AIMSE 2016 Fall Conference Exhibitor & Sponsor Prospectus
2016 Fall Conference Exhibitor and Sponsor Prospectus
2016-07-19
AIMSE Annual Marketing & Sales Conference May 2016
39th Annual Conference Sponsor & Exhibitor Prospectus
2016-01-01
AIMSE Annual Canadian Conference January 2016
23rd Annual Canadian Conference Sponsor & Exhibitor Prospectus
2016-01-01
AIMSE Annual Marketing & Sales Conference April 2015
38th Annual Conference Sponsor & Exhibitor Prospectus
2015-01-01
AIMSE Annual Canadian Conference January 2014
21st Annual Canadian Conference Sponsor & Exhibitor Prospectus
2014-01-01
Global Distribution Channels – Covering the World
Presentation Slides | 2009 Hedge Fund Conference
2009-01-01
AIMSE Annual Canadian Conference January 2015
22nd Annual Canadian Conference Sponsor & Exhibitor Prospectus
2015-01-01
AIMSE Fall Conference November 2012
Fall Conference
2012-01-01
AIMSE / Mercer Webcast
We hope that you and your loved ones are staying healthy and safe during this challenging time. More than ever, AIMSE is committed to providing valuable industry knowledge and insight to our community. Leading up to the Annual Conference this fall, we are excited to announce the launch of a new webcast series that will provide members with:
ACCESS to consultants and plan sponsors
EDUCATION, aimed at improving your skills and professional toolkit
MENTORSHIP, as we share best practices from industry leaders
5/13/2020
Unconscious Bias: Evidence & Strategies
Fiona Rawle, Ph.D.
Associate Dean, Undergraduate
Univeristy of Toronto Mississauga
1/15/2020
Milliman Advisors LLC: Consultant Profile (2019)
Presentation Slides – 2019 Fall Conference
10/16/2019
Aon – Investment Manager Research & Selection (2019)
Presentation Slides – 2019 Fall Conference
10/16/2019
Gallagher Fiduciary Advisor: Consultant Profile (2019)
Presentation Slides – 2019 Fall Conference
10/16/2019
This pre-conference session is targeted toward those marketers new to the business as well as more experienced marketers looking to shift their sales performance into high gear. The goal of this session is to provide guidance on a “soup to nuts†approach to marketing success for both traditional and alternative products. The AIMSE Boot Camp is an opportunity to learn and ultimately succeed as this program was created by investment sales professionals for investment sales professionals.
4/28/2019
Institutional Investment Consultants and Wealth Management: The Path of Convergence
presentation file from the 2019 Annual Marketing & Sales Conference
4/28/2019
2019 Plan Sponsor Profile – Toronto Transit Commission Pension Fund Society
plan sponsor profile form
1/16/2019
Canadian Institutional Market Trends (2019)
Charting a New Course: How to Compete and Win in a Maturing Industry
Presentation Slides – 2019 Canadian Conference
1/16/2019
How OPTrust Thinks About Investing
Investing from a Pension Perspective
Presentation Slides – 2019 Canadian Conference
1/16/2019
DiMeo Schneider Consultant Presentation (2018)
Consultant Overview given at Chicago regional event 11/27/18
11/28/2018
AIMSE Regional Event Master List
Master List of Regional Events dating back through 2008 (as of 10/23/18)
10/23/2018
Olympic Athlete Primed and Ready to Perform, Now
Tips, Techniques and Disciplines for AIMSE Sales & Marketing Pofessionals
1/1/2010
The New Face of Hedge Funds: Where are Investors Deploying Capital?
Presentation Slides – 2009 Hedge Fund Conference
1/1/2009
Cambridge Associates Manager Guide (2018)
An Introduction to working with Cambridge Associates
AIMSE Chicago Regional Event 9/13/18
9/18/2018
AIMSE Annual Marketing & Sales Conference May 2017 Notes
40th Annual Conference Session Notes
5/22/2017
AIMSE Annual Marketing & Sales Conference May 2016 Notes
39th Annual Conference Session Notes
5/23/2016
AIMSE Annual Marketing & Sales Conference April 2015 Notes
38th Annual Conference Session Notes
1/1/2015
AIMSE Annual Marketing & Sales Conference April 2018 Notes
41st Annual Conference session notes
5/21/2018
A Global Perspective on Institutional Investor Behavior
presentation slides – 2018 Annual Conference
4/29/2018
Re-Thinking Distribution: Comparing Distribution Models and Strategies of Asset Management Firms
Presentation slides – 2018 Annual Conference
4/29/2018
AIMSE Boot Camp – Consultant Relations (2018)
AIMSE boot camp slides – consultant relations
4/29/2018
AIMSE Board of Directors – Criteria, Duties and Responsibilities
A list of criteria, duties and responsibilities of a board member
4/17/2018
Canadian Institutional Market Trends (2018)
Winning in the Next 25 Years
Presentation Slides – 2018 Canadian Conference
1/15/2018
Cambridge Associates – Canadian Office (2017)
Presentation given by:
Chris Shepler, CFA – Senior Director – Cambridge Associates
10/20/2017
2017 Investor Profile – Pennsylvania Public School Employees’ Retirement System
Investor Profile Form
10/11/2017
AIMSE Adjacent Industry Groups (2017)
A listing of adjacent / related industry groups
9/14/2017
AIMSE Executive Committee Criteria and Duties (2017)
Committee Criteria and Duties
9/14/2017
Board of Directors Committee Structure
Organizational chart detailing the AIMSE Board of Directors Committee Structure
9/14/2017
AIMSE Boot Camp – Endowments & Foundations (2017)
AIMSE Advanced Boot Camp session presentation – investor track
4/30/2017
Managing Long-Term Endowments in the Midst of Uncertainty
2017 Annual Conference presentation slides
4/30/2017
DOL Fiduciary Rule & Impact on Wealth Management Industry (2017)
Presentation slides – 2017 Annual Conference
4/30/2017
Mercer Featured Consultant Presentation
Featured Consultant Presentation Slides – 2015 Fall Conference
1/1/2015
AIMSE Boot Camp – Consultant Relations (2017)
AIMSE Advanced Boot Camp session presentation – investor track
4/30/2017
Greenwich Associates – Canadian Institutional Perspectives (2017)
Key Trends Shaping the Canadian Institutional Investor LandscapePresentation Slides – 2017 Canadian Conference
1/18/2017
The Billionaire Mindset: The Art & Science of Successful Business Relationships
Presentation Slides – 2017 Canadian Conference
1/18/2017
Greenwich Associates – Canadian Institutional Investor Dynamics (2015)
Presentation Slides – 2015 Canadian Conference
1/1/2015
Dynamic Investor Education
What Investors and Consultants Want from Managers Today
10/5/2016
Market Reality – Avoiding the Fate of the Dodo
Market Reality – Avoiding the Fate of the Dodo
10/5/2016
Portfolio Manager’s Presentation Fitness – Follow Up Letter
Portfolio Manager’s Presentation Fitness
1/1/2014
The Underfunded Defined Beneft Plan: How an ICIO Approach Can Help (2013)
Fiduciary Research
1/1/2013
Regulatory Reform: Key Issues for Investment Management Firms
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
Rocaton/Pensions & Ivestments – 2014 Surevey of DC Industry Viewpoints
Presentation Slides – 2014 Fall Conference
1/1/2014
Purposeful Relationship Building
Presentation Slides – 2015 Annual Marketing & Sales Conference
1/1/2015
Manager Selection – Scott Stewart, CFA: Presenation Slides
2014 Annual Marketing & Sales Conference
1/1/2014
Presentation Slides – 2006 Annual Marketing & Sales Conference
1/1/2006
Russell Investments – Defined Contribution (2014)
Presentation Slides – 2014 Fall Conference
1/1/2014
Casey Quirk – Winning Growh Strategies for the Complete Firm (2007)
Presentation Slides – 2007 Canadian Conference
1/1/2007
Differentiating Yourself When Time is of the Essence
Presentation Slides – 2008 Canadian Conference
1/1/2008
Callan Associates – Trends in Search Activity (2011)
Presentation Slides – 2011 Fall Conference
1/1/2011
Verus Investments Overview (2016)
Featured Consultant Presentation Slides – 2016 Annual Marketing & Sales Conference
1/1/2016
Creating a UCITS Structure for Global Investors – Compliance and Regulatory Considerations
Presentation Slides – 2015 Fall Conference
1/1/2015
Enhance Your Communication Plans: Solutions by Target Market
Presentation Slides – 2006 Annual Marketing & Sales Conference
1/1/2006
Brockhouse Cooper Asset Management – Selling MoM (2007)
Presentation Slides – 2007 Canadian Conference
1/1/2007
Global Distribution – AIMSE Advisor Newsletter Article
Global Distribution – AIMSE Advisor Newsletter Article
1/1/2009
Presentation Slides – 2007 Annual Marketing & Sales Conference
1/1/2007
Professor Peter Ricchiuti, Tulane University Freeman School of Business – Annual Research Compendium
Presentation Slides – 2013 Fall Conference
1/1/2013
Defined Contribution: Positioning Your Firm for Success
Presentation Slides – 2013 Fall Conference
1/1/2013
Berkshire Capital – How To Strengthen Your Organization For Success (2009)
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
Strategic Insight – Sub-Advisory Market Overview (2012)
Presentation Slides – 2012 Annual Marketing & Sales Conference
1/1/2012
NEPC – Inflation, Not If but When (2013)
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
National Council for Social Security Fund – Inflation, If Not Now, When? (2013)
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
Greenwich Associates – Canadian Institutional Market Trends (2013)
Presentation Slides – 2013 Canadian Conference
1/1/2013
120/20 Portfolios: Long-Only Managers’ Way of Reaching for Higher Alpha (2006)
120/20 Portfolios: Long-Only Managers’ Way of Reaching for Higher Alpha (2006)
1/1/2006
Clearbrook – Consultant Consolidators in the Industry (2011)
Presentation Slides – 2011 Fall Conference
1/1/2011
Alternative Investment Marketing: Know Your Strategies/Know Your Market
Presentation Slides – 2016 Canadian Conference
1/1/2016
Rocaton Investment Advisors – Defined Contribution Trends and Survey Discussion (2014)
Presentation Slides – 2014 Fall Conference
1/1/2014
Casey Quirk – The State of the State (2010)
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
It’s Time to Diversify DC Risk with Alternative Investments
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
Tips, Techniques and Disciplines for AIMSE Sales & Marketing Pofessionals – Handout
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
Hearing on Capital Markets Regulatory Reform: Strengthening Investor Protection, Enhancing Oversight of Private Pools of Capital, and Creating a National Insurance Office (2009)
1/1/2009
Global Trends in Mercer’s Search Activity (2006)
Presentation Slides – 2006 Annual Marketing & Sales Conference
1/1/2006
Marketing and Disclosures to Clients: The Elements of a Compliant Presentation
Presentation Slides – 2013 Canadian Conference
1/1/2013
Standish Mellon Asset Management – Corporate Defined Benefit Pension Reform
Presentation Slides – 2007 Fall Conference Presentation
1/1/2007
Portfolio Manager’s Presentation Fitness – Follow Up Letter
Presentation Slides – 2013 Fall Conference
1/1/2013
Northern Trust Global Economic Research – If the Economy Could Recover in 1933, Why Not 2010?
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
eVestment – Staying Ahead of the Curve
Presentation Slides – 2015 Annual Marketing & Sales Conference
1/1/2015
Winning in Today’s Fast Changing Institutional Market
Presentation Slides – 2008 Canadian Conference
1/1/2008
Hewitt Ennisknupp Overview (2011)
Featured Consultant Presentation Slides – 2011 Annual Marketing & Sales Conference
1/1/2011
Featured Consultant Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
Presentation Slides – 2006 Annual Marketing & Sales Conference
1/1/2006
2014 Annual Marketing & Sales Conference
1/1/2014
Insurance Company Investor Segment with JP Morgan (2015)
Presentation Slides – 2015 Fall Conference
1/1/2015
Greenwich Associates – The Case For Going Global (2015)
Presentation Slides – 2015 Fall Conference
1/1/2015
Dick Graf Biography
2005 Lothrop Award Winner
1/1/2005
130/30 and Other Hybrids: How to Turbo Charge Strategies for Long-Only Managers
Presentation Slides – 2007 Annual Marketing & Sales Conference
1/1/2007
Plan Sponsor Profile – The Canadian Medical Protective Assocation
Plan Sponsor Profile Form
1/1/2014
CA Savings Harvest Plan (CASH Plan) 2009
CA Savings Harvest Plan (CASH Plan) 2009
1/1/2009
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
Russell Investments Canada Limited (2007)
Russell Investments Canada Limited (2007)
1/1/2008
Behemoth vs. Boutique: Can Boutiques Survive
Presentation Slides – 2006 Annual Marketing & Sales Conference
1/1/2006
Investment Tribes: Understanding the Sub-Cultures
Presentation Slides – 2011 Fall Conference
1/1/2011
Allied World Assurance Company Holdings, AG – Corporate Snapshot (2014)
Allied World Assurance Company Holdings, AG – Corporate Snapshot (2014)
1/1/2014
Greenwich Associates – Industry Trends, Challenges & Opportunities (2013)
Greenwich Associates – Industry Trends, Challenges & Opportunities (2013)
1/1/2013
Watson Wyatt’s Approach to Manager Research (2009)
Watson Wyatt’s Approach to Manager Research (2009)
1/1/2009
Update on DC Market Place: Continued Call to Action
Presentation Slides – 2013 Fall Conference
1/1/2013
Featured Consultant Presentation Slides – 2014 Annual Marketing & Sales Conference
1/1/2014
Strategic Investment Solutions, Inc. (2013)
Featured Consultant Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
Top Guns Panel – Proven Methods for Success from Leading Market Professionals
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
Aon Hewitt – Global Investment Consulting (2015)
Aon Hewitt – Global Investment Consulting (2015)
1/1/2015
Gold Consulting, Inc. – Consultant Relations: What are the Elements of Success? (2006)
Gold Consulting, Inc. – Consultant Relations: What are the Elements of Success? (2006)
1/1/2006
Global Distribution: Is Your Firm Ready for the Opportunities and Challenges?
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
Acadian Asset Management – The Impact of Constraints on Global Equity Performance (2007)
Acadian Asset Management – The Impact of Constraints on Global Equity Performance (2007)
1/1/2007
Who Is Wilshire and How Should You Work With Us? (2010)
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
Callan Associates – Research & Consulting Overview (2010)
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
AIMSE 29th Annual Marketing & Sales Conference Final Program – April 23-25, 2006
Conference Program
1/1/2006
Identifying Your Firm’s Culture
Presentation Slides – 2007 Annual Marketing & Sales Conference
1/1/2007
Capitalizing on the Sub-Advisory Market
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
Mercer Global Investments Canada – Meet the Manager of Managers (2007)
Presentation Slides – 2007 Canadian Conference
1/1/2007
Cambridge Associates – Manager Research Areas of Coverage (2014)
Cambridge Associates – Manager Research Areas of Coverage (2014)
1/1/2014
Presentation Slides – 2007 Annual Marketing & Sales Conference
1/1/2007
Global Distribution: Expanding Into the Non-US Marketplace
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
United Technologies Corporation – Pension Investments Organization (2010)
Presentation Slides – 2010 Fall Conference
1/1/2010
Professor Peter Ricchiuti, Tulane University Freeman School of Business – Annual Research Compendium
Presentation Slides – 2013 Fall Conference
1/1/2013
Allstate Investments Overview (2014)
Presentation Slides – 2014 Annual Marketing & Sales Conference
1/1/2014
High Performance Teams: Elements of Effectiveness
Presentation Slides – 2007 Canadian Conference
1/1/2007
United Technologies Corporation Overview (2010)
United Technologies Corporation Overview (2010)
1/1/2010
AIMSE/eVestment Webinar – Stay Ahead of the Curve: Trends in Institutional Investing (2015)
Presentation Slides – 2015 AIMSE/eVestment Webinar
1/1/2015
Clipperman & Company – Selling in the New Compliance Environment (2010)
Presentation Slides – 2010 Annual Marketing & Sales Conference
1/1/2010
CaseyQuirk – Broadening Horizons: Global Opportunities Through a Canadian Lens (2012)
Presentation Slides – 2012 Canadian Conference
1/1/2012
Strategic Insight – Seizing Opportunities in the Sub-Advisory Marketplace (2013)
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
2015 Plan Sponsor Profile – City of Austin Deferred Compensation Plan
Plan Sponsor Profile Form
1/1/2015
Introduction to Sun Life Financial (2009)
Presentation Slides – 2009 Fall Conference
1/1/2009
CaseyQuirk – Success During and After
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
Greenwich Associates – Canadian Institutional Market Trends Update (2016)
Presentation Slides – 2016 Canadian Conference
1/1/2016
NAV CANADA Pension Plan Allocations and Strategy (2015)
Presentation Slides – 2015 Canadian Conference
1/1/2015
The 7 Truths of Reaching, Persuading & Influencing People in Financial Services – 2014 Edition
Presentation Slides – 2014 Canadian Conference
1/1/2014
Gold Consulting Inc. – The Future of Asset Management
Presentation Slides – 2007 Fall Conference
1/1/2007
Towers Watson – Shifting Pensions Framework
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
Think Like a Spy: Aggressive Identity Theft & Fraud Countermeasurs
John Sileo, Privacy & Identity Expert
1/1/2012
Community Foundations of Canada – Endowments & Foundations: Investment Trends and Innovations
Presentation Slides – 2014 Canadian Conference
1/1/2014
Oxford Financial Group, Ltd. Overview
Presentation Slides – 2014 Annual Marketing & Sales Conference
1/1/2014
Old Mutual Asset Management – Defined Contribution
Presentation Slides – 2014 AIMSE Fall Conference
1/1/2014
Featured Consultant Presentation Slides – 2015 Annual Marketing & Sales Conference
1/1/2015
Greenwich Associates
1/1/2015
The Institutionalization of Hedge Funds: A Toolkit for Differentiation
Understanding the Evolution, Opportunities, and Necessary Criteria to Win Business
1/1/2006
Greenwich Associates – Summary of Canadian Market Trends
Summary of Canadian Market Trends (2011)
1/1/2011
Hewitt EnnisKnupp – Alternative Assets: The Next Frontier for Defined Contribution Plans
Research Presented by HEK’s Idea Development Forum (2013)
1/1/2013
Callan Associates – DC Survey Charts
Callan Associates Defined Contribution Trends Survey Charts (2015)
1/1/2015
Hewitt Ennisknupp – Improving DC Plan Investment Governance: A Call to Action (2013)
Presentation Slides – 2013 Annual Marketing & Sales Conference
1/1/2013
AIMSE/eVestment Webinar – Standing Out in a Crowded Market (2014)
AIMSE/eVestment Webinar – Standing Out in a Crowded Market Recording (2014)
1/1/2014
2015 Annual Marketing & Sales Conference
1/1/2015
Overview of Mercer Manager Research (2009)
Presentation Slides – 2009 Annual Marketing & Sales Conference
1/1/2009
Seagate Technology – Defined Contribution (2015)
Presentation Slides – 2015 Annual Marketing & Sales Conference
1/1/2015
Changing Contexts – Global Politics and Economics
Presentation Slides – 2007 Annual Marketing & Sales Conference
1/1/2007
Featured Consultant Presentation Slides – 2012 Annual Marketing & Sales Conference
1/1/2012
Rivel Research Group Perception Study
AIMSE 39th Annual Marketing & Sales Conference Presentations
5/11/2016
RVK, Inc. (RVK) was founded in 1985 and is one of the largest independent and employee-owned
investment consulting firms in the world, as reported by Pensions & Investments Special Report –
Consultants. We provide strategic investment advice to institutional investors with pension plans,
defined contribution plans, endowments & foundations, insurance pools, and special purpose funds.
I n April 2021, RVK was the only firm to receive a Greenwich Quality Leader Award1 for a fourth
consecutive year.
5/25/2021
Founded in 1973, LCG is a fullâ€service, national consulting firm. Our sole
focus is investment consulting. We are 100% employeeâ€owned. LCG’s
goal is to provide a select number of blueâ€chip clients with highlyâ€
customized advice and serve as an “extension of staff.†We limit the
number of clients each Consultant can have to concentrate on client
service and research. LCG’s Research Team (42 people) devotes a
significant amount of time to research activities. For research purposes,
all Consultants are called Analysts and take an active role.
5/25/2021
Russell Investments is a leader in helping institutional investors link
their investment strategy to their organizations’ goals and objectives.
Our experience and depth of resources in consulting, investment
management, research and implementation make possible a wide
range of innovative solutions.
5/25/2021
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and
conflict-free investment expertise to a select group of clients.
5/25/2021
Creating a more informed, transparent, and integrated investment community
5/25/2021
Callan, Advancing Your Investment Goals
Our mission is to help institutional investors be better fiduciaries. As one of the largest, independent
investment consulting firms, we’ve advised many of the most sophisticated institutions for close to five
decades. You can count on us to help you create better investment outcomes for your beneficiaries,
participants, scholars, and recipients.
5/25/2021
Fiducient Advisors Research Team Overview
This report is intended for the exclusive use of clients or prospective clients of Fiducient
Advisors. The information contained herein is intended for the recipient, is confidential and
may not be disseminated or distributed to any other person without the prior approval of
Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has
been obtained from a variety of sources believed to be reliable though not independently
verified. Any forecasts represent future expectations and actual returns; volatilities and
correlations will differ from forecasts. This report does not represent a specific investment
recommendation. Please consult with your advisor, attorney and accountant, as appropriate,
regarding specific advice. Past performance does not indicate future performance and there
is a possibility of a loss.
5/25/2021
We are a leading global investment solutions partner, dedicated to improving people’s financial security.
5/25/2021
