Investment Management Consultants Association (IMCA®) would like to provide you with a sample of our world-class educational offerings through IMCA Ideas—compelling, relevant investment consulting and wealth management content to help enhance your knowledge and set you apart from your competition. Click on the titles below to access the articles.
In addition, we wanted to introduce you to IMCA’s Certified Private Wealth AdvisorSM (CPWA®) designation program. The CPWA designation, taught in conjunction with The University of Chicago Booth School of Business, is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Read what designees have said, or click here for program information and to download the application before the February 26 enrollment deadline.
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INVESTMENT TRENDS
In Search of an Honest Man: The Case for Investment Outsourcing
Investment outsourcing is gaining traction among clients and advisors seeking a transparent and conflict-free business model. By blending the objectivity of a consultant with the discretionary implementation and accountability of a money manager, outsourcing is going mainstream.
WEALTH MANAGEMENT
Wealth Transfer and Philanthropy: An Interview with Paul G. Schervish, PhD, and John J. Havens
Wealthy individuals contribute to philanthropic causes for a variety of reasons. In June 2009, Investments & Wealth Monitor asked Paul G. Schervish, PhD, and John J. Havens to describe the primary motivators behind wealth transfers.
INSTITUTIONAL CONSULTING
Measuring the Market's Fear Factor
Fear and greed are the emotions that drive investment markets to extremes. Professional investors often use valuation levels, sentiment measures, and other technical factors to assess greed and fear in the investment markets. But can these measures accurately forecast fear?
BEST PRACTICES
Compensating Staff to Achieve Results
How do you compensate your staff? Do you pay them so well that the recent downturn forced you to lay off some of them and almost made you go belly-up? Or do you pay them just enough so they don’t quit (and therefore they work just hard enough to not get fired)?
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Not a member? Join today to enjoy the full value of IMCA—the industry leader in providing premier investment consulting and wealth management content. In addition to supporting the profession and networking with the best in the business, IMCA members receive a significant return on their $395 annual investment, including three acclaimed subscriptions: Investments & Wealth Monitor, IMCA Research Quarterly, and the Journal of Investment Consulting.
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