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.


Relative Strength: A Critical Portfolio Management Tool
Published in Investments & Wealth Monitor, January/February 2012

Relative strength may be the single most powerful and adaptable tool available to the typical investment advisor to help manage client accounts. Relative strength should be in the toolbox of every investment advisor, whether they manage accounts directly or help clients select managers and construct portfolios. Unfortunately, it is probably also the most misunderstood—and often incorrectly maligned—investment approach. Read the article.



 

Best of IMCA: Denver
May 24, 2012 I Denver, CO 

         Register Now I At-a-Glance

Live Audio Broadcast:
Economic Update
June 17, 2012 I 4:15 PM ET

         Register Now I At-a-Glance

Best of IMCA: Dallas
June 28, 2012 I Dallas, TX 

         Register Now I At-a-Glance

Advanced CIMA® Workshop:
The Best of Wharton
July 16–17, 2012 I Philadelphia, PA

         Register Now I At-a-Glance

Live Audio Broadcast: Financial
Advisor Discretionary Platform
July 19, 2012 I 4:15 PM ET

         Register Now I At-a-Glance

Live Audio Broadcast: DOL Fee
Disclosure Regulation Update: What
CFOs Need to Know
August 16, 2012 I 4:15 PM ET

         Register Now I At-a-Glance

Best of IMCA: Atlanta
August 22, 2012 I Atlanta, GA

         Register Now I At-a-Glance

IMCA Essentials of Investment
Consulting Certificate Program

         Register Now I Learn More