13 min

Investment Committees: Traditional Versus Discretionary Advisory Services Arnerich Massena Podcast

    • Business

In Part 2 of our podcast series, Investment Committees: More than the sum of their parts, we take a look at traditional versus discretionary advisory services. Luka Arnerich, CAIA, a consultant with more than ten years of working with committees in both types of engagements, shares his thoughts and insights on what the difference is and how it affects long-term outcomes, as well as how a committee might decide between one or the other.

© 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.

In Part 2 of our podcast series, Investment Committees: More than the sum of their parts, we take a look at traditional versus discretionary advisory services. Luka Arnerich, CAIA, a consultant with more than ten years of working with committees in both types of engagements, shares his thoughts and insights on what the difference is and how it affects long-term outcomes, as well as how a committee might decide between one or the other.

© 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.

13 min

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