A Primer For Investment Trustees: Understanding Investment Committee Responsibilities - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook A Primer For Investment Trustees: Understanding Investment Committee Responsibilities write by Jeffery V. Bailey. This book was released on 2017-10-24. A Primer For Investment Trustees: Understanding Investment Committee Responsibilities available in PDF, EPUB and Kindle. 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.
A Primer for Investment Trustees (a Summary).
A Primer for Investment Trustees (a Summary). - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook A Primer for Investment Trustees (a Summary). write by Jeff V. Bailey. This book was released on 2015. A Primer for Investment Trustees (a Summary). available in PDF, EPUB and Kindle. 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.
Alternative Investments: A Primer for Investment Professionals
Alternative Investments: A Primer for Investment Professionals - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Alternative Investments: A Primer for Investment Professionals write by Donald R. Chambers. This book was released on 2018. Alternative Investments: A Primer for Investment Professionals available in PDF, EPUB and Kindle. 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.
Research Foundation Review 2017
Research Foundation Review 2017 - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Research Foundation Review 2017 write by CFA Institute Research Foundation. This book was released on 2018. Research Foundation Review 2017 available in PDF, EPUB and Kindle. 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.
Investment Governance for Fiduciaries
Investment Governance for Fiduciaries - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Investment Governance for Fiduciaries write by Michael E. Drew. This book was released on 2019-04-22. Investment Governance for Fiduciaries available in PDF, EPUB and Kindle. 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.
