TRAINING INVESTMENT FIDUCIARY RESPONSIBILITY

Brand Owner (click to sort) Address Description
FI360 FI360, INC. Suite 400 Three Penn Center West Pittsburgh PA 15276 Training for investment fiduciary responsibility and portfolio management;FIDUCIARY 360;Analytical, consulting and asset management services for investment fiduciaries;Quality Control for the certification of Investment Stewards, Investment Advisors and Investment Managers;
FIDUCIARY360 FI360 INC. 3 Penn Center West, Suite 400 Legal Department Pittsburgh PA 15276 Training for investment fiduciary responsibility and portfolio management;Analytical, consulting and asset management services for investment fiduciaries;FIDUCIARY 360;Quality Control for the certification of Investment Stewards, Investment Advisors and Investment Managers;
FIDUCIARY360 Fiduciary 360 438 Division Street Sewickley PA 15143 Training for investment fiduciary responsibility and portfolio management;Analytical, consulting and asset management services for investment fiduciaries;FIDUCIARY 360;Quality Control for the certification of Investment Stewards, Investment Advisors and Investment Managers;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.