Revisiting the Winners’ Game

CFA Institute Conference Proceedings Quarterly
June 2013 | Vol. 30 | No. 2 | 9 pages
Source: CFA Institute
Adrian Cronje, CFA

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Summary

During the past few years, investment professionals have been accused of violating their fiduciary duties and providing subpar performance in exchange for costly fees. Yet, many investment professionals are careful stewards of client assets. They are defined by four elements that serve as benchmarks for industry best practices. Investors can regain confidence in advisers and the industry by asking five key questions to identify such stewards.

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