Concordia University

https://www.concordia.ca/content/concordia/en/jmsb/programs/undergraduate/kenneth-woods-portfolio/client-committee.html

Client committee

The KWPMP Client Committee consists of eight senior investment management and management consulting professionals. The role of the KWPMP Client Committee is to ensure that the Fund Managers are investing the funds in a professional and prudent manner, according to the Investment Policy guidelines.

The Client Committee meets formally with the Portfolio Managers every two to three months. At these meetings, the Fund Managers present a report to the Committee, summarizing the performance of the Fund, the current and projected market conditions, and their recent and planned investment management decisions. The Client Committee reviews and examines the Portfolio Managers’ presentations and provides any necessary input and consent.

The KWPMP is very grateful to the members of the Client Committee for volunteering their time and expertise to train our students for successful careers in Investment Management.

Members

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