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Jul 16, 2020 10:30 AM - 11:30 AM ET    Online

Transition to Internal Management



Asset owners are increasingly looking to insource their externally managed assets, with the goal of reducing fees. But the past suggests that this can be a long and at times excruciating process. This CutterCast examines what transitioning from external to internal management entails. In addition to hiring experienced portfolio managers, there are operational and infrastructure needs as well as governance lessons. We look at best practices and lessons learned.