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Author : Jeffery V. Bailey,Thomas M. Richards,Jesse L. Phillips
Publisher : Unknown
Page : 107 pages
File Size : 49,5 Mb
Release : 2011-01
Category : Investments
ISBN : 1934667331
Author : Jeffery V. Bailey,Thomas M. Richards
Publisher : CFA Institute Research Foundation
Page : 143 pages
File Size : 52,5 Mb
Release : 2017-10-24
Category : Business & Economics
ISBN : 9781944960308
This "primer," written as if addressed to a new investment trustee for a university, is a comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step by step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.
Author : Jeff V. Bailey
Publisher : Unknown
Page : 7 pages
File Size : 49,9 Mb
Release : 2015
Category : Electronic
ISBN : OCLC:1306631607
This “primer,” written as if addressed to a new trustee for a university, is a comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step-by-step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.
Author : Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Publisher : Unknown
Page : 128 pages
File Size : 47,6 Mb
Release : 2018
Category : Electronic
ISBN : 1944960376
Author : Christopher P. Cline
Publisher : American Bar Association
Page : 130 pages
File Size : 55,5 Mb
Release : 2009
Category : Business & Economics
ISBN : 1604423560
The use of trusts, both revocable and irrevocable, is growing, and it is increasingly important for the trustee to prudently invest the trust's assets. The Madoff scandal and legislative developments have highlighted the importance of that duty. Written with the individual trustee in mind - lawyers, individuals acting as trustees, financial planners, and accountants - this book examines the law of diversification, investment directions, determining breach and damages, and provides guidelines for drafting an investment plan.
Author : Chris Russell
Publisher : John Wiley & Sons
Page : 248 pages
File Size : 47,6 Mb
Release : 2006-07-11
Category : Business & Economics
ISBN : 9780470032220
Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. Key features are therefore: Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US Aimed at professional trustees An holistic approach to strategy Avoidance of jargon and mathematics Focus on principles underlying asset strategy
Author : A. Clare,C. Wagstaff
Publisher : Springer
Page : 593 pages
File Size : 47,7 Mb
Release : 2011-11-22
Category : Business & Economics
ISBN : 9780230361874
The Trustee Guide to Investment is a unique and refreshingly practical guide to the expanding range of markets, investments, tools and techniques to which pension scheme trustees must now become familiar.
Author : Christopher K. Merker,Sarah W. Peck
Publisher : Springer
Page : 140 pages
File Size : 41,5 Mb
Release : 2019-06-25
Category : Business & Economics
ISBN : 9783030210885
More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.
Author : Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Publisher : CFA Institute Research Foundation
Page : 128 pages
File Size : 48,8 Mb
Release : 2018
Category : Business & Economics
ISBN : 9781944960384
Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.
Author : Kees Koedijk,Alfred Slager,Jaap van Dam
Publisher : John Wiley & Sons
Page : 328 pages
File Size : 50,7 Mb
Release : 2019-01-31
Category : Business & Economics
ISBN : 9781119437697
Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases — it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success — and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off. Understand the role of pension funds and the fiduciary duty of trustees Learn the tools and kills you need to build profound and lasting investment excellence Analyse, diagnose and improve investment quality of funds using concrete tools and instruments Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully.
Author : Richard Franz,Stephan Kranner
Publisher : CFA Institute Research Foundation
Page : 20 pages
File Size : 48,8 Mb
Release : 2019-07-31
Category : Business & Economics
ISBN : 9781944960803
Endowments are a substantial category of institutional investors. Some of these have been on the forefront of moving into new asset classes and new strategies, outperforming many other investors. What are the factors of success and lessons learned?
Author : CFA Institute Research Foundation
Publisher : CFA Institute Research Foundation
Page : 128 pages
File Size : 52,6 Mb
Release : 2018
Category : Business & Economics
ISBN : 9781944960421
The Research Foundation Review 2017 summarizes the offerings from the CFA Institute Research Foundation over the past year—books, literature reviews, workshop presentations, and other relevant material.
Author : Michael E. Drew,Adam N. Walk
Publisher : CFA Institute Research Foundation
Page : 190 pages
File Size : 42,9 Mb
Release : 2019-04-22
Category : Business & Economics
ISBN : 9781944960704
Governance is a word that is increasingly heard and read in modern times, be it corporate governance, global governance, or investment governance. Investment governance, the central concern of this modest volume, refers to the effective employment of resources—people, policies, processes, and systems—by an individual or governing body (the fiduciary or agent) seeking to fulfil their fiduciary duty to a principal (or beneficiary) in addressing an underlying investment challenge. Effective investment governance is an enabler of good stewardship, and for this reason it should, in our view, be of interest to all fiduciaries, no matter the size of the pool of assets or the nature of the beneficiaries. To emphasize the importance of effective investment governance and to demonstrate its flexibility across organization type, we consider our investment governance process within three contexts: defined contribution (DC) plans, defined benefit (DB) plans, and endowments and foundations (E&Fs). Since the financial crisis of 2007–2008, the financial sector’s place in the economy and its methods and ethics have (rightly, in many cases) been under scrutiny. Coupled with this theme, the task of investment governance is of increasing importance due to the sheer weight of money, the retirement savings gap, demographic trends, regulation and activism, and rising standards of behavior based on higher expectations from those fiduciaries serve. These trends are at the same time related and self-reinforcing. Having explored the why of investment governance, we dedicate the remainder of the book to the question of how to bring it to bear as an essential component of good fiduciary practice. At this point, the reader might expect investment professionals to launch into a discussion about an investment process focused on the best way to capture returns. We resist this temptation. Instead, we contend that achieving outcomes on behalf of beneficiaries is as much about managing risks as it is about capturing returns—and we mean “risks” broadly construed, not just fluctuations in asset values.
Author : Eugene B. Burroughs
Publisher : International Foundation of Employee benefit
Page : 280 pages
File Size : 55,8 Mb
Release : 2001
Category : Business & Economics
ISBN : 089154545X
Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fundÆs ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trusteesù-the carpenter, the contractor, the printer, the association executive, the nurseù-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ò Hedge funds ò Structured equity (enhanced indexing) ò Brokerage services ò Custody of fund transactions ò Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.
Author : Bernard CRACROFT
Publisher : Unknown
Page : 160 pages
File Size : 55,5 Mb
Release : 1873
Category : Electronic
ISBN : BL:A0022038847