Fiduciary Oversight in Transition Management

Abstract

Understanding what a fiduciary is and how it relates to transition management is critical to ensuring you receive the level of protection you need. This article outlines the concept of fiduciary and how models can differ between transition management providers. A list of key questions helps you understand what you need in terms of fiduciary responsibility from your transition manager so you can make the best choice possible.

TOPICS: Manager selection, portfolio construction, legal/regulatory/public policy