Guidance for Persons who Manage Other Peoples' Money: IFLC

IFLC is a not for profit organization that advocates standards for entities entrusted with the care of other peoples' money. IFLC achieves its mission by advocating adherence to uniform standards for two groups; those that are accountable for the investment of others' assets and entities that provide support services to them.

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Objectives

IFLC exists to increase awareness of process standards within the global community of Investment Fiduciaries which include retirement plan sponsors, public pensions, endowments, private trusts, and investment firms. IFLC also promotes awareness of standards for organizations that provide fiduciary support services including recordkeepers and custodians.

Periods of financial chaos prove that when standards are absent, the people that rely on others for financial safety suffer. IFLC is focused on making safer the assets of investors and donors to charitable entities by improving the competency of the stewards of the assets.

The five elements of IFLC's awareness
program are:

Advocacy
Certification and Integrity
Communication
Recruiting and Education
Standards and Performance

Quick Links

NACUBO Moves Towards Standards

Survey Reveals Growth in Fiduciary Lawsuits

How Best Practices Become Standards

The Department of Labor's View on Training

Publications Library

Articles and Press Releases

IFLC Webcasts

IFLC's Get SMART Training Program
June 13, 2009

Staying Informed Insights

Insights is a quarterly electronic newsletter that identifies issues of importance to IFLC and how its members can capitalize on their status.
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Get Certified and Join IFLC
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The Best of the Best

IFLC's members include organizations certified by CEFEX. Certified firms that join IFLC stand apart from the others. IFLC is proud to advance awareness of its members' full commitment to excellence in their roles as fiduciary organizations or providers of support services to fiduciaries.

     
 

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Pension Plans


Endowments
Private Trusts
Service Providers
Fiduciary

Service Providers
Non-fiduciary


 
EVENTS

Fiduciary Roundtable
Fort Worth, TX
May 19, 2009
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Fiduciary Roundtable
Orange County, CA
June 23, 2009
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Fiduciary Roundtable
Los Angeles, CA
June 24, 2009
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