Home Peter C. Arnold

Switching managers: It’s all in the documents

If you’re switching investment managers, you’ll need documentation on the details of the termination. Following are two sample texts that would go into your Statement of Investment Policies and Procedures (SIP&P).

  • April 24, 2012 September 13, 2019
  • 06:10

Switching investment managers

Just as an investment manager is responsible for evaluating a particular security within the context of the overall portfolio, a pension plan committee is responsible for evaluating a manager within the context of the overall manager structure and plan objectives.

  • April 23, 2012 September 13, 2019
  • 06:30