Client Education
We believe that the best strategy starts by forming a partnership with our clients. At Shields Associates, on-going client fiduciary education is an integral part of our service and significantly contributes to the success of our clients' investments. We have a deep commitment to share our knowledge and inform clients about best practices in strategy and analytical techniques, including:
- Pension Governance
- Fiduciary Responsibility
- Committee Roles
In addition to offering educational services to clients, our consultants are frequently invited to speak at industry conferences to offer an unbiased perspective on the investment process. We welcome the opportunity to help educate our clients' investment boards and committees. Please contact us for more information.
