Fiduciary Education
One of the most valuable things boards and committees can do to help them carry out their fiduciary duties is undergo high quality, relevant fiduciary education.
It can, however, be difficult to identify appropriate educational programs, given the countless programs that exist — many of which are highly technical or marketing-oriented. Equally difficult, however, is finding time to travel to and attend such programs; lastly, the total costs of attending external programs can also be high.
To help boards and committees obtain the training they need in a convenient and cost-effective manner, Cortex has developed education workshops specifically geared to pension and/or investment boards and committees that can be delivered on-site. Given our background in governance consulting, we have designed our educational materials to reflect the unique governance responsibilities of boards and investment committees.
Cortex offers eight core education workshops, each of which can be tailored to your needs and time availability. The workshops include:
The Effective Fiduciary: A Primer on Fiduciary Duties
Effective Governance: Building a Policy-focused Board
Investments: The Basics (and not-so-basic)
Investment Risk Management: A Board Perspective (advanced version also available)
Selecting and Evaluating your CEO and CIO
Selecting and Evaluating your Investment Consultant/OCIO
Strategic Planning for Public Retirement Systems
Effective Communications (for boards and staff)