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Center for Fiduciary Studies
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Personalization
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Choose Poster Version*
Laminate*
Discounts - The following quantity discounts will apply on this product.
| Quantity | Amount |
| 50 or more | $4.00 |
Detailed Description
An 11x17 inch poster that includes the Periodic Table of Global Fiduciary Practices on one side and illustrations of the key points in the investment decision-making process on the reverse side. An outline of the Levels of Assessment for Fiduciary Excellence can also be found on this side.
An 11x17 inch poster that graphically illustrates the Periodic Table of Global Fiduciary Practices as well as key concepts in the management of investment decisions. The Management of Investment Decisions contains illustrations on the following topics:
The Global Fiduciary Precepts
The Fiduciary Quality Management System
The Vertical and Horizontal Application of Fiduciary Practices
Due Diligence Screens for Investment Managers
The Hierarchy of Decisions
Asset Allocation Variables - "T.R.E.A.T.”
The Levels of Assessment of Fiduciary Excellence
The fiduciary poster is an excellent reference piece to use with existing clients or with presentations to prospective clients.
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This package includes your choice of one of our fiduciary handbooks and corresponding SAFE questionnaire, along with a laminated fiduciary card and placemat. These products would cost over $46 if purchased separately.
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