Event Details
Effective Investment Oversight:
A Webinar Series for Retirement Plan Sponsors
PlanPILOT is excited to announce Part II of our 8-part investment webinar series focused on key investment metrics and concepts with Senior Consultant Bill Karsten and Senior Investment Analyst Tom Loftus.
This webinar session focuses on the basics of measuring investment performance using key criteria. Our goal is to provide plan sponsors with additional familiarity and comfort in assessing their plan’s investments to make prudent decisions.
Our 30-minute webinar recording reviews:
- Performance- and risk-based metrics for institutional investments
- Defining benchmarks and peer groups
- Adding perspective to pull value from the numbers
- Applying past performance to future results
- And more!
Speakers
Bill Karsten
Senior Consultant
PlanPILOT
Tom Loftus
Consultant / Sr. Investment Analyst
PlanPILOT