Retirement Plan Due Diligence?
December 13, 2010 4:52 AM Subscribe
I'm going to be a part of a due diligence team speaking to the Manhattan financial services firm that manages the retirement plan for a mid-sized company. What should I know before going in? What should I listen for? What should I ask?
posted by anotherpanacea to work & money (10 answers total)
I plan to mostly listen, as I'm not an investment professional. I've tried to be a student of the markets over the last few years, but hopefully these haven't been typical years, and in any case I recognize that there's a difference between personal and institutional investing.
Much of the meeting will likely focus on "alternative strategies" in emerging markets.