Event Details
Effective Investment Oversight:
A Webinar Series for Retirement Plan Sponsors
PlanPILOT is excited to announce Part IV 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.
Any investment information you see online is typically accompanied by a disclaimer like this one: “past performance does not guarantee future results”.
Past performance can be a great tool in fund selection, but prudent investment decision-making requires equal, if not more, emphasis on the qualitative analysis of strategies. Part four of our 8-part investment webinar series will focus on analyzing and identifying the qualitative characteristics of great retirement plan investments, and will feature a case study example.
- Basic qualitative attributes that any investment under consideration should possess
- Identifying the qualitative attributes that matter most across different fund types
- Where to find qualitative investment information
- Using qualitative information to make informed decisions
Speakers
Bill Karsten
Senior Consultant
PlanPILOT
Tom Loftus
Consultant / Sr. Investment Analyst
PlanPILOT