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Know your investors and keep fiduciary responsibility at the forefront

septembre 2, 2024

Know your investors and keep fiduciary responsibility at the forefront Finding out your investors’ portfolios goals and pain points is critical to becoming part of the solution. Trying to pitch the highest performing fund in your toolkit to an investor who does not need it is a waste of time for both parties. For example, many institutional investors have switched to index in their core U.S. equity offering.…