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. 


Shifting the Investment Paradigm
Published in Investments & Wealth Monitor, November/December 2011

All investors are aware that the potential to earn excess return comes with risk. However, consideration of risk usually takes a backseat to expected return. In general, most investors believe that a long investment horizon allows them to absorb risk. Their patience has been severely tested since the end of the 1990s bull market. Read the article.



 

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

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

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

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

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Advanced CIMA® Workshop:
The Best of Wharton

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IMCA Essentials of Investment
Consulting Certificate Program

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