A Primer For Investment Trustees

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A Primer For Investment Trustees Understanding Investment Committee Responsibilities

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Author : Jeffery V. Bailey
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2017-10-24

A Primer For Investment Trustees Understanding Investment Committee Responsibilities written by Jeffery V. Bailey and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-10-24 with Business & Economics categories.

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

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Author : Jeffery V. Bailey
language : en
Publisher:
Release Date : 2017

A Primer For Investment Trustees written by Jeffery V. Bailey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017 with categories.

A Primer For Investment Trustees

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Author : Jeffery V. Bailey
language : en
Publisher:
Release Date : 2011-01

A Primer For Investment Trustees written by Jeffery V. Bailey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-01 with Investments categories.

A Primer For Investment Trustees A Summary

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Author : Jeff V. Bailey
language : en
Publisher:
Release Date : 2015

A Primer For Investment Trustees A Summary written by Jeff V. Bailey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015 with categories.

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

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Author : Donald R. Chambers
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2018

Alternative Investments A Primer For Investment Professionals written by Donald R. Chambers and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018 with Business & Economics categories.

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.

Investment Governance For Fiduciaries

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Author : Michael E. Drew
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2019-04-22

Investment Governance For Fiduciaries written by Michael E. Drew and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-04-22 with Business & Economics categories.

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.

Research Foundation Review 2017

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Author : CFA Institute Research Foundation
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2018

Research Foundation Review 2017 written by CFA Institute Research Foundation and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018 with Business & Economics categories.

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.

University Endowments A Primer

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Author : Richard Franz
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2019-07-31

University Endowments A Primer written by Richard Franz and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-31 with Business & Economics categories.

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?

The Law Of Trusts And Equitable Obligations

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Author : Robert Pearce
language : en
Publisher: Oxford University Press, USA
Release Date : 2010-06-24

The Law Of Trusts And Equitable Obligations written by Robert Pearce and has been published by Oxford University Press, USA this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-06-24 with Language Arts & Disciplines categories.

The Law of Trusts and Equitable Obligations provides students wtih a detailed and stimulating account of the law of equity and trusts. The fifth edition has been thoroughly updated by Warren Barr, senior lecturer at the University of Liverpool and Law Teacher of the Year 2006 in collaboration with Robert Pearce and John Stevens.

A Bimetallic Primer

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Author : Herbert Cokayne Gibbs (1st baron Hunsdon.)
language : en
Publisher:
Release Date : 1896

A Bimetallic Primer written by Herbert Cokayne Gibbs (1st baron Hunsdon.) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1896 with categories.