Edward D. Patchett (Managing Director) Speaks at IFEBP Annual Conference

Edward Patchett, CFA, Senior Vice President and Managing Director of IFS, presented two educational sessions at the recent International Foundation of Employee Benefit Plans (IFEBP) Annual Conference in Orlando, FL.  Mr. Patchett’s  first session entitled “Understanding Investment Manager Fees” included an analysis of investment manager fee universes  by investment style and asset class.  Mr. Patchett also aggregated fees at the total portfolio level, discussed asset-based and incentive fee arrangements and made recommendations for managing costs.  His presentation also covered key issues in defined contribution plan and investment consulting fees.  Mr. Patchett also co-hosted a roundtable discussion on asset allocation, which focused on the overall economic environment and investment opportunities poised to generate attractive returns in 2010 and beyond.