In our recent white paper, Investment Committees: More than the sum of their parts, we look at why some investment committees generate better investment outcomes than others. We examine what elements can make a committee successful, and discuss group dynamics that can systematically undermine an investment committee’s decision-making ability. In part 1 of this accompanying podcast series, senior consultants Chris Van Dyke, CFA, CAIA, and James Ellis, CFA, go even deeper, bringing their 35 years of collective experience working with committees to the discussion.
In this podcast, Chris and James provide their insights on investment committee makeup, decision-making, leadership, and more, with particular attention to those pitfalls that can trip investment committees up. Focusing in particular on investment committees of non-profit organizations, they provide insight and advice that can help foster effective committee decision-making. Look for part 2 of this series coming soon, in which we’ll dive deeper into discretionary versus traditional investment advisory services.
© 2019 Arnerich Massena, Inc. All rights reserved.
By accessing this Podcast, you acknowledge that its contents and design are the property of Arnerich Massena, or used by Arnerich Massena with permission, and are protected under U.S. and international copyright and trademark laws. This Podcast and its contents may not be sold, reproduced, retransmitted, republished, edited, modified or redistributed in any way without Arnerich Massena’s prior written consent. Advertising that is incorporated into, placed in association with, or targeted towards the content of this podcast is forbidden. The information, opinions and recommendations presented in this Podcast are provided for general informational and educational purposes only and any reliance on its contents is done at your own risk. Information used in the Podcast is drawn from third-party sources believed reliable but not independently verified or guaranteed by Arnerich Massena. We do not represent that it is accurate or complete, and it should not be relied on as such. Arnerich Massena makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. This Podcast and its contents do not constitute investment advice, which would need to take into account a client’s particular investment objectives, financial situation, and needs. Opinions expressed are our current opinions as of the date appearing on this material. Past performance does not guarantee future results. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with a legal, tax, or accounting professional before acting upon any information or analysis contained herein.
ARNERICH MASSENA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.