What are the dangers of relying on custodians? Institutional investors—including public pension funds, Taft-Hartley funds, mutual funds, and hedge funds—have a fiduciary obligation to recover monies lost through investments in public securities as the result of...
Portfolio Monitoring
10 Best Practices for Monitoring Your Securities Portfolio
Why it's important to monitor your securities portfolio? As fiduciaries, institutional investors have a responsibility to monitor their investment portfolios, protect and maximize their assets, and ensure that no money that should have been awarded to their funds is...