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Author : Manitoba. Law Reform Commission
Publisher : Commission
Page : 62 pages
File Size : 53,7 Mb
Release : 1999-01-01
Category : Legal investments
ISBN : 0771114990
Author : Herbert Ellissen
Publisher : Legare Street Press
Page : 0 pages
File Size : 40,7 Mb
Release : 2023-07-18
Category : Business & Economics
ISBN : 1022207180
This comprehensive guide for trustees and other fiduciaries offers a detailed listing of securities that are authorized for investment under the Trustee Act 1893 and the Colonial Stock Act 1900. Each security is annotated with essential information, including current market values, yield rates, tax implications, and growth potential. The book also provides helpful information on investment strategies and portfolio management for trustees and other investors. This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work is in the "public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.
Author : Christopher P. Cline
Publisher : American Bar Association
Page : 130 pages
File Size : 44,7 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 : Christopher K. Merker,Sarah W. Peck
Publisher : Palgrave Macmillan
Page : 140 pages
File Size : 40,5 Mb
Release : 2020-08-14
Category : Business & Economics
ISBN : 3030210901
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 : A. Clare,C. Wagstaff
Publisher : Springer
Page : 593 pages
File Size : 42,7 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 : Herbert Ellissen
Publisher : Forgotten Books
Page : 146 pages
File Size : 48,7 Mb
Release : 2018-02-21
Category : Electronic
ISBN : 0332955400
Excerpt from Trust Investments: An Annotated and Classified List of Securities Authorised for the Investment of Trust Funds Under Section I. Of the Trustee Act, 1893, and the Colonial Stock Act, 1900 By albert parsons, of the Middle Temple and the South Wales Circuit, and anton bertram, of Lincoln's Inn and the South Wales Circuit, barristers-ar-law. About the Publisher Forgotten Books publishes hundreds of thousands of rare and classic books. Find more at www.forgottenbooks.com This book is a reproduction of an important historical work. Forgotten Books uses state-of-the-art technology to digitally reconstruct the work, preserving the original format whilst repairing imperfections present in the aged copy. In rare cases, an imperfection in the original, such as a blemish or missing page, may be replicated in our edition. We do, however, repair the vast majority of imperfections successfully; any imperfections that remain are intentionally left to preserve the state of such historical works.
Author : Christopher P. Cline
Publisher : Unknown
Page : 128 pages
File Size : 44,6 Mb
Release : 2024-06-11
Category : Investments
ISBN : 1633591395
" ... provides detailed coverage of the rules governing the different types of investments available to trustees, some basic income tax consequences of those investments, and some of the economic theory behind investing. This Portfolio discusses the laws applicable to trustees when investing trust assets"--P. (iii).
Author : Jeffery V. Bailey,Thomas M. Richards
Publisher : CFA Institute Research Foundation
Page : 143 pages
File Size : 47,6 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 : Chris Russell
Publisher : John Wiley & Sons
Page : 248 pages
File Size : 45,7 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 : Frank C. Mortimer
Publisher : Prabhat Prakashan
Page : 26 pages
File Size : 49,7 Mb
Release : 2021-01-01
Category : Fiction
ISBN : 8210379456XXX
The Investment of Trust Funds by Frank C. Mortimer: A practical guide to managing trust funds, "The Investment of Trust Funds" provides valuable insights into the principles and practices of successful fund management. Mortimer's work draws on financial expertise and market research to offer a comprehensive and accessible guide to managing trust funds. Key Aspects of the Book "The Investment of Trust Funds": Financial Expertise: The book draws on financial expertise and market research to offer practical and evidence-based advice on managing trust funds. Comprehensive and Accessible: Mortimer's work is comprehensive and accessible, making it easy to incorporate successful fund management strategies into daily life. Contextualization of Trust Fund Management: The book sheds light on the cultural and economic contexts of trust fund management, providing valuable insights into the ways in which social and political structures influence investment opportunities and strategies. Frank C. Mortimer was an American financial adviser and writer who lived in the early 20th century. His works on trust fund management and investment strategies have contributed significantly to the field of financial planning and analysis.
Author : Alberta Law Reform Institute
Publisher : Alberta Law Reform Institute
Page : 119 pages
File Size : 53,6 Mb
Release : 2000-01-01
Category : Legal investments
ISBN : 1896078362
Author : Peter Beck,Simon Romano
Publisher : John Wiley and Sons
Page : 250 pages
File Size : 43,9 Mb
Release : 2009-12-09
Category : Business & Economics
ISBN : 0470739037
Income trusts are booming. They have been one of the best-performing classes of investments in one of the worst markets in decades. With over 150 trusts currently trading on the Toronto Stock Exchange at a combined value of over $90 billion, this relatively new vehicle, the income fund, is one of the hottest tickets on the Canadian investment landscape today. Written by two of the industry's top experts and commentators, this is the first book of its kind: a complete guide to the income trust industry in Canada. Includes complete coverage on: what income funds are and how to use them to your advantage; myths and facts about income funds; different types of income trusts; what to look for in an income trust, and how to assess the risks involved; how income trusts, and the investors in them, are taxed; funds of income funds; and much more. Explains what business owners need to know if they are considering converting their businesses into an income trust. Features listings and profiles of over 160 income funds currently available in Canada, including a description of each fund, performance history, and contact information. Designed for anyone interested in knowing how Canadian income funds work, including: investors, business owners, directors, trustees, stockbrokers, financial advisors, lawyers, accountants, investment bankers, and commercial bankers.
Author : Great Britain,Arthur Reginald Rudall,James William Greig
Publisher : Unknown
Page : 416 pages
File Size : 44,7 Mb
Release : 1898
Category : Trusts and trustees
ISBN : HARVARD:HL4CQE
Author : Arthur Lee Ellis
Publisher : Unknown
Page : 208 pages
File Size : 44,7 Mb
Release : 1894
Category : Investments
ISBN : OSU:32437122273069
Author : Rob Rikoon
Publisher : John Wiley & Sons
Page : 392 pages
File Size : 48,9 Mb
Release : 1999-07-12
Category : Business & Economics
ISBN : 047132115X
Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.