A Process for Prudent Institutional Investment
A Process for Prudent Institutional Investment

Author: Daniel C. Bancroft

Publisher: Authors Choice Press

Published: 2001

Total Pages: 0

ISBN-13: 9780595150922

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A Process for Prudent Institutional Investment, a non-fiction Business/Investment guide and reference book, will professionally assist you and your advisors establish and maintain your program, be it a corporate retirement plan, a nonprofit endowment fund or of personal assets to be managed. The criteria of costs, performance, suitability, service, compliance, and ethics are well covered. Policy decisions made, therefore, would be significantly enhanced so as to help you meet your primary responsibility of performing in a manner which is most beneficial to your program. This unique guide explains and coordinates multiple disciplines (vs. current publications of one or two disciplines). Therefore, each Fiduciary, Board, Committee member, advisor, or individual investor would be guided to manage a cohesive program which would stand tall among participants, donors and regulators.

The Handbook for Investment Committee Members
The Handbook for Investment Committee Members

Author: Russell L. Olson

Publisher: John Wiley & Sons

Published: 2011-07-07

Total Pages: 181

ISBN-13: 1118161017

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Comprehensive coverage of what it takes to be a responsible member of an investment committee In a clear, organized, and easy-to-understand manner, this handbook explains the responsibilities and expectations of investment committee fiduciaries for pension funds, endowment funds, and foundations. Emphasizing all the do's and don'ts to follow for prudent investment management, this invaluable resource covers topics ranging from investment policy, asset allocation, and risk assessment to understanding information presented at committee meetings, asking meaningful and productive questions, and voting on recommendations knowledgeably. This book will empower readers with all the knowledge they need to feel confident in the investment decisions they make for their organizations

Prudent Investment Practices
Prudent Investment Practices

Author: Foundation for Fiduciary Studies

Publisher:

Published: 2003-04

Total Pages: 46

ISBN-13: 9780972873901

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The primary purpose of this handbook is to outline the Practices that define a prudent process for investment fiduciaries. It is intended to be a reference guide for knowledgeable investment decision-makers, as opposed to a "how to" manual for persons who are not familiar with basic investment management procedures.

The Prudent Investor
The Prudent Investor

Author: James P. Owen

Publisher: Irwin Professional Publishing

Published: 1993-03

Total Pages: 218

ISBN-13: 9781557384904

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This book is not for the do-it-yourself investor or the amateur speculator, but for the serious investor seeking a professional investment approach to money management. This bestselling guide explores all the variables critical to the orchestration of a successful investment program.

The Prudent Investor's Guide to Beating Wall Street at Its Own Game
The Prudent Investor's Guide to Beating Wall Street at Its Own Game

Author: John J. Bowen

Publisher: McGraw Hill Professional

Published: 1998-07-21

Total Pages: 200

ISBN-13: 9780071367448

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"Timely and practical. This book brings the leading edge of investment information to the prudent investor in an understandable way." - Charles Schwab, Chairman, Charles Schwab Corporation. "to write a book like this on Modern Portfolio Theory and make it understandable would be a very difficult job. John Bowen went ahead and did it. Congratulations." - Merton Miller, Nobel Laureate in Economics. Individual investors today must fend for themselves as they seize control of their own portfolios. In this authoritative and ill-researched book, investors learn how to simply and effectively use popular asset allocation strategies - in combinations with mutual funds - to greatly increase their returns. The reader is walked step-by-step through a low-risk, high-return approach using model portfolios and case histories, plus timely information on emerging markets, tax-saving moves, annuity products, and more.

The Distorting Effect of the Prudent-Man Laws on Institutional Equity Investments
The Distorting Effect of the Prudent-Man Laws on Institutional Equity Investments

Author: Diane Del Guercio

Publisher:

Published: 2010

Total Pages: 34

ISBN-13:

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I examine the effect of prudent man laws on the behavior of institutional investors. Variation in exposure to legal liability across types of investment managers allows me to disentangle the effect of the prudent man law from other potential influences on manager behavior. Bank managers significantly tilt the composition of their portfolios toward stocks that are viewed by the courts as prudent, while mutual fund managers do not. I provide evidence that this tilting toward prudent stocks by bank managers is robust over the 1968-1989 period, and is unlikely to be due to passive indexing or limits on allowed portfolio positions. Analysis of aggregate institutional ownership patterns reveals that tilting is also observable in aggregate data, and that this is primarily driven by bank manager tilting. I show that differences in bank and mutual fund managers' tendency to tilt toward prudent stocks may explain their portfolio performance differences over time.

Prudent Practices for Investment Advisors
Prudent Practices for Investment Advisors

Author: Fiduciary360

Publisher:

Published: 2006-01-01

Total Pages: 80

ISBN-13: 9780978796617

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This book defines a prudent investment process for Investment Advisors--professionals who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers, and financial planners.

Prudent Practices for Investment Managers
Prudent Practices for Investment Managers

Author: Fiduciary360

Publisher:

Published: 2006

Total Pages: 40

ISBN-13: 9780978796624

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This book defines a prudent investment process for Investment Managers--organizations that manage separate accounts, mutual funds, unit trusts, and commingled trusts. It is used in conjunction with Fiduciary360's training classes in fiduciary responsibility and as a guide for performing fiduciary assessments.

The Prudent Investor's Guide to Beating Wall Street at Its Own Game
The Prudent Investor's Guide to Beating Wall Street at Its Own Game

Author: GOLDIE

Publisher: McGraw-Hill Education

Published: 1998-12-31

Total Pages:

ISBN-13: 9780071344142

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"Timely and practical. This book brings the leading edge of investment information to the prudent investor in an understandable way." - Charles Schwab, Chairman, Charles Schwab Corporation. "to write a book like this on Modern Portfolio Theory and make it understandable would be a very difficult job. John Bowen went ahead and did it. Congratulations." - Merton Miller, Nobel Laureate in Economics. Individual investors today must fend for themselves as they seize control of their own portfolios. In this authoritative and well-researched book, investors learn how to simply and effectively use popular asset allocation strategies - in combinations with mutual funds - to greatly increase their returns. The reader is walked step-by-step through a low-risk, high-return approach using model portfolios and case histories, plus timely information on emerging markets, tax-saving moves, annuity products, and more.