Presentations (2872)
Investment Management Consultants Association
RFP_RealEstate_covers.8x11.Sept2008.qxp 9/9/2008 11:50 AM Page c4 Model Request for Proposal Real Estate A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_RealEstate_covers.8x11.Sept2008.qxp ©2008 CFA Institute ISBN 978-1-932495-89-8 9/9/2008 11:50 AM Page c2 RFP_RealEstate_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008 12:00...
Investment Management Consultants Association
RFP_FixedIncome_covers.8x11.Sept2008.qxp 9/9/2008 11:46 AM Page c4 Model Request for Proposal Fixed Income A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_FixedIncome_covers.8x11.Sept2008.qxp ©2008 CFA Institute ISBN 978-1-932495-91-1 9/9/2008 11:46 AM Page c2 RFP_FixedIncome_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008...
Investment Management Consultants Association
RFP_Equity_covers.8x11.Sept08.qxp 9/9/2008 11:26 AM Page c4 Model Request for Proposal Equity A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_Equity_covers.8x11.Sept08.qxp 9/9/2008 ©2008 CFA Institute ISBN 978-1-932495-90-4 11:26 AM Page c2 RFP_Equity_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008 10:46 AM Model Request for...
Investment Management Consultants Association
2015 IMCA Market Research • Annual Membership Survey (conducted January 2015) 502...
Investment Management Consultants Association
INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, INC. Financial Statements and Independent Auditors' Report December 31, 2014 and 2013 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, INC. Table of Contents Page Independent Auditors' Report....................................................................................................................1 Financial Statements Statements...
Investment Management Consultants Association
Executive Summary investment management consultants association Defining Wealth Management: Serving High-Net-Worth Clients with a Distinct Body of Knowledge Summary of a Wealth Management Job Analysis Job Analysis conducted by: CPWA Certified Private Wealth Advisor ® ® investment management consultants association Table of Contents Overview. . . . . . . . . . . ...
Investment Management Consultants Association
Adding Expertise to an Advisor's Practice: The Value of CIMA Certification APRIL 2013 A RESEARCH STUDY CONDUCTED BY THE AITE GROUP © 2013 Investment Management Consultants Association Inc. All rights reserved. Reproduction of this report by any means is strictly prohibited. Adding Expertise to an Advisor's Practice: The Value of CIMA Certification April...
Instructions for Using Department’s Portal to Submit Fraud Prevention Plans All new Plans, revisions, amendments, and related correspondence should be submitted using the Department...
NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES Criminal Investigations Unit †Insurance Frauds Bureau Guidelines for Insurer’s Fraud Prevention Plans & Special Investigations Units (SIUs)(Rev. 9/22/15) Instructions:  The Fraud Prevention Plan (Plan) must comply with NYIL §409 and Reg. 95, §86.6, and must indicate compliance with...
New York Consumer Guide to Health Insurance Companies 2015 New York State Andrew M. Cuomo, Governor Table of Contents ABOUT THIS GUIDE .......................................................................................... 2 COMPLAINTS .................................................................................................... 4 PROMPT PAY COMPLAINTS...
A REPORT BY THE SUPERINTENDENT OF FINANCIAL SERVICES TO THE GOVERNOR AND THE LEGISLATURE ON THE IMPLEMENTATION OF LEGISLATION PERMITTING APPROVAL OF CERTAIN LONG TERM CARE HEALTH INSURANCE PLANS (REPORT FOR THE TWO-YEAR PERIOD ENDING DECEMBER 31, 2014) SHIRIN EMAMI ACTING SUPERINTENDENT Andrew M. Cuomo Governor Shirin...
HOLOCAUST CLAIMS PROCESSING REPORT As Required by Section 37-a of the Banking Law Report to the Governor and the Legislature January 15, 2016 Shirin Emami Acting Superintendent New York State Department of Financial Services Table of Contents I. Introduction II. 2 Overview of Operations and Accomplishments A. Summary of Operations 2 B. Demographics 4 C. Bank Claims 7 D....
