you are a plan trustee and would like to learn more about the fundamentals of
the investment manager selection and retention process, this will be a very
important and useful presentation for you to attend. During this presentation,
Dan Larocco will discuss the importance of getting off to a good start with the
Investment Policy Statement and the Request for Proposal documents. Then Dan
will introduce you to methods for evaluating manager performance and how these
methods inform the manager retention decision. Finally, Dan will review the
significance of the Global Investment Performance Standards and why they are so
important to manager selection and retention.
Larocco, CFA, CIPM has an undergraduate degree in mathematics, a Master's
degree in Education, and a Master's degree in Business Administration.
He has been an adjunct professor of finance at the University of Delaware.
Larocco is currently responsible for research for the Government and Regulator
Relations group at CFA Institute. Previously, he held investment related
positions in both the defined benefit pension plan and corporate treasury at