2009 3rd Quarter

IFS Highlighted in Pensions & Investments 8/24/09 – “State Street sued over GM stock loss”

“…being an independent fiduciary always requires great care and attention to a great deal of interrelated factors” Read the complete article in Pensions & Investments August 24, 2009 edition…

IFS Presents to Investment Oversight Committee of the New Mexico State Legislature

On July 7, 2009, Steven Harding, Senior Vice President and Managing Director of the Operational Review Practice, and Phyllis Taylor, Vice President in the Operational Review Practice, gave a detailed three hour educational presentation on Governance and Fiduciary Responsibility to the Investment Oversight Committee of the New Mexico State Legislature.

Harding Leads Panel at Opal Public Fund East Summit

On July 10, 2009, Steven M.

Harding Presents to CalPERS Risk Management Committee

Steven M. Harding, IFS Senior Vice President and Managing Director of the Operational Review Practice, gave an educational presentation entitled “Understanding the Nature of Risk” at the CalPERS Board Retreat held in Folsom, California, July 28, 2009. Mr. Harding related the basic fundamentals of risk to the importance of managing business relationships as a key means of managing risks of all types. Mr.

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