Selecting and Hiring an Investment Manager | Practical Law

Selecting and Hiring an Investment Manager | Practical Law

A Practice Note providing an overview of the process for selecting, appointing, and monitoring an investment manager (as defined in ERISA Section 3(38)) for an employee benefit plan. It includes an explanation of the types of entities that are qualified to be an investment manager, the consequences of hiring an investment manager, and the typical duties that investment managers perform. The Note also outlines the terms that should be included in an investment management agreement.

Selecting and Hiring an Investment Manager

Practical Law Practice Note 5-504-8278 (Approx. 13 pages)

Selecting and Hiring an Investment Manager

by Emily A. Meyer, Cohen and Buckmann, P.C., with Practical Law Employee Benefits & Executive Compensation
A Practice Note providing an overview of the process for selecting, appointing, and monitoring an investment manager (as defined in ERISA Section 3(38)) for an employee benefit plan. It includes an explanation of the types of entities that are qualified to be an investment manager, the consequences of hiring an investment manager, and the typical duties that investment managers perform. The Note also outlines the terms that should be included in an investment management agreement.