Institutional Consulting

In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.



A Framework for Managing Counterparty Risk
Published in Investments & Wealth Monitor, January/February 2010

The year 2008, among other distinctions, can without doubt be labeled the year of counterparty risk. Although counterparty risk always has been a feature of the global capital markets, the collapse (and effective collapse) of several financial institutions brought it to a new, heightened level of importance. Read the article

 


New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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