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Confero
A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #29 - Retirees

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Issue 6

Leadership and Stewardship

This edition of Confero has as its featured discussion the topic, “Leadership and Stewardship”. Other articles include: Fairness for Defined Contribution Plans, The Government's Role in the Pension System, and Circular Reasoning in Due Diligence.

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Issue Articles

An Interview with Carlos Panksep

An interview with Carlos Panksep, the Managing Director of CEFEX. In this Issue Carlos Panskep talks about the benefits of good stewardship

Circular Reasoning In Due Diligence

“The archer missed the bull’s-eye because he didn’t hit the target.” This sentence, while true, doesn’t explain anything substantive about the situation’s...

Fairness for Defined Contribution Fees

There has been a tremendous amount of focus on participant-assessed fees in 401(k) and 403(b) plans over the last couple of years. This has come about,...

Government's Role in The Pension System: Who is it Helping?

Everyone has their own perspective on government’s role in our daily lives. Is it there to provide aid and assistance or is meant to merely provide the...

Merely Fiduciary

I’d like to propose the following exercise: Consider the following five words which we often associate with a fiduciary standard of care: Stewardship,...

Res Ipsa Loquitor - The New Non-Profit Revitalization Act of 2013

“It is not only what we do, but also what we do not do, for which we are accountable.” —Moliere The New York Non-Profit Revitalization Act of 2013 was...

Stable Value Funds Today- What are They and How Should Performance Expectations be Managed?

Stable value funds (SVF) are typically short- to intermediate-term, high-quality, fixed income bond funds. They represent a low-risk source of diversification...

Understanding Stewardship

Investments are the easy part When a person agrees to be a fiduciary, it is often based on a self-assessment of two criteria: first, I am trustworthy,...

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