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WASHINGTON, D.C.//March 20, 2013//Do you know how to research a stock, bond, mutual fund, or investment professional to see if they are a good fit for you? If you need help figuring out how to do the homework known as "due diligence," there's a new place to turn for help.

Before investing in a stock, bond, mutual fund or hiring an investment professional, investors should review "Due Diligence: How to Make Sure You Are an Informed Investor" from the nonprofit Alliance for Investor Education (AIE) at http://www.investoreducation.org/duediligence. AIE is a consortium of 22 leading U.S. financial-related foundations, nonprofit organizations, associations and governmental agencies.

AIE President Sue Duncan, who also serves as vice president of the Investment Company Institute Education Foundation (ICIEF), said: "Getting ready is often the secret to success. And 'due diligence' will help get you ready to invest Ė reviewing information, asking questions, and making sure you understand what you're paying for. The Alliance for Investor Education wants to make sure that all Americans have the best available information to help them make informed investing decisions. Whether you are investing on your own or looking for help from a qualified professional, this resource is a valuable tool to get you started."

The new "Due Diligence: How to Make Sure You Are an Informed Investor" section of the AIE Web site features the following eight top resources for consumers:

  1. Researching and Managing Investments - 360 Degrees of Financial Literacy/ American Institute of Certified Public Accountants.

  2. Questions to Ask a Financial Planner - CFP Board.

  3. Researching Investments - U.S. Securities and Exchange Commission.

  4. It Pays to Understand Your Brokerage Account Statements and Trade Confirmations - Financial Industry Regulatory Authority.

  5. How to Check Out Your Broker or Investment Adviser - North American Securities Administrators Association (NASAA).

  6. Investing Basics: Researching Investments - American Association of Individual Investors.

  7. How Do I Choose an Investment Services Provider - CFA Institute.

  8. Promoting Due Diligence - National Futures Association.

For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.


Founded in 1996, the Alliance for Investor Education Web site at http://www.investoreducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 22-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council, CFA Institute, Certified Financial Planner Board of Standards, Inc., Employee Benefit Research Institute, Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, Insured Retirement Institute, National Association of Real Estate Investment Trusts, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation, and the Society for Financial Education and Professional Development.

The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.

CONTACT: Ailis Aaron Wolf, for AIE, (703) 276-3265 or aawolf@hastingsgroup.com.


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