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. The most recent CPWA class sold out and there are only a few spots left in the upcoming session.
The deadline to enroll and begin earning this prestigious credential has been extended to September 2, 2010. Pre-study commences in September 2010, and the in-class program will be held March 14–18, 2011. Read what designees have said, or click here for program information and to download the application before the September 2 enrollment deadline.
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INVESTMENT TRENDS
The Yale Endowment Model of Investing Is Not Dead
Ivy League and other large endowments, weighing in at billions of dollars, were able to achieve extraordinary results by following what often is called the “Yale Model” for endowments developed by Yale University Chief Investment Officer David Swensen, under whom the school invested heavily in alternatives such as private equity and hedge funds. Until very recently, the Yale Model appeared invincible.
WEALTH MANAGEMENT
Cross-Border Grant Making by Private Foundations
Charitable gifts by Americans to fund projects abroad have increased dramatically in the past decade, yet many U.S. donors, foundation directors, and their advisors are unaware of the complex tax rules that govern such gifts.
INSTITUTIONAL CONSULTING
Get Funded, Stay Funded—2010: A More Active Approach to Pension Risk Management
Pension risk management should target crisis prevention, not crisis mitigation. This article presents operating principles designed to help plan sponsors improve risk management and avoid another funding crisis in the future.
BEST PRACTICES
Practice Management: Productive Response to Stress
In 2008 reactions to severe losses affected us as much as they did clients. And despite recoveries in 2009, the structural shifts in markets and employment kept stress levels up. Successful management of the impact of these events has become a top priority for those planning to run the distance in changing times.
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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 subscriptions to three acclaimed publications: Investments & Wealth Monitor, IMCA Research Quarterly, and the Journal of Investment Consulting.
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