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. 


Pension Consulting: The Early Years
Published in Investments & Wealth Monitor, November/December 2011

The investment management consulting profession is less than 50 years old and yet it has had an enormous impact on the investment practices of pension, endowment, and foundation asset pools large and small. Pension consultants have been missionaries spreading the gospel of better ways to invest those asset pools for the benefit of beneficiaries. Read the article.



 

The Evolution of Fund Analysis 
May 17, 2012 | 4:15 PM ET

         Register Now I Archives

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

         Register Now I At-a-Glance

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

         Register Now I At-a-Glance

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

         Register Now I At-a-Glance

Advanced CIMA® Workshop:
The Best of Wharton

         Register Now I At-a-Glance

IMCA Essentials of Investment
Consulting Certificate Program

         Register Now I Learn More