Endowment Managent
Author: Nikk Wellman Kraus
Publisher:
Published: 2017-01-01
Total Pages:
ISBN-13: 9780926508392
DOWNLOAD EBOOKSecond Edition
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Pioneering Portfolio Management
Author: David F. Swensen
Publisher: Simon and Schuster
Published: 2009-01-06
Total Pages: 433
ISBN-13: 1416554033
DOWNLOAD EBOOKIn the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.
Foundation and Endowment Investing
Author: Lawrence E. Kochard
Publisher: John Wiley & Sons
Published: 2010-12-28
Total Pages: 325
ISBN-13: 1118045009
DOWNLOAD EBOOKIn Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.
Endowment Asset Management
Author: Shanta Acharya
Publisher: Oxford University Press, USA
Published: 2007-04-19
Total Pages: 385
ISBN-13: 0199210918
DOWNLOAD EBOOKThis unique study focuses on how the endowment assets of Oxford and Cambridge colleges are invested. Despite their shared missions, each interprets its investment objective differently, often resulting in remarkably dissimilar strategies. This thought provoking study provides new insights for all investors with a long-term investment horizon.
Asset Management for Endowments and Foundations
Author: William Schneider
Publisher: Irwin Professional Publishing
Published: 1997
Total Pages: 0
ISBN-13: 9780786310708
DOWNLOAD EBOOK"This excellent and thorough guide to asset management for foundations and endowments of $1 billion or less can help your foundation or endowment achieve these goals. The result? More money for your foundation's objectives - and more assurance that, in all market conditions, those objectives will continue to be funded." "This expert-authored guidebook gives you step-by-step directions for putting to work asset allocation methods appropriate for foundations and endowments. It tells you how to take full advantage of state-of-the-art financial techniques currently being used by multibillion dollar foundations. It shows you how your foundation or endowment assets can be managed for maximization of both capital growth and income return."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved
Nonprofit Essentials
Author: Diana S. Newman
Publisher: John Wiley & Sons
Published: 2005-03-10
Total Pages: 278
ISBN-13: 0471678465
DOWNLOAD EBOOKPraise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." --Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." --Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." --Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" --Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." --Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas
Brand Rewired
Author: Anne H. Chasser
Publisher: John Wiley & Sons
Published: 2010-06-17
Total Pages: 240
ISBN-13: 0470648848
DOWNLOAD EBOOKDiscover how the world's leading companies have added value to their company by rewiring the brand creation process Brand Rewired showcases the world's leading companies in branding and how they have added value to their company by rewiring the brand creation process to intersect strategic thinking about intellectual property without stifling creativity. Features interviews with executives from leading worldwide companies including: Kodak, Yahoo, Kraft, J.Walter Thompson, Kimberly Clark, Scripps Networks Interactive, the Kroger Company, GE, Procter & Gamble, LPK, Northlich and more Highlights how to maximize return on investment in creating a powerful brand and intellectual property portfolio that can be leveraged economically for many years to come Reveals how to reduce costs in the brand creation and legal process Illustrates how a brand strategy intersecting with an equally powerful intellectual property strategy produces a greater economic return and more rewards for the brand project leaders Innovative in its approach, Brand Rewired shows you how how leading companies are abandoning the old school research-and-development-driven innovation philosophy and evolving to a Brand Rewired approach of innovating at the consumer level, using multi-disciplinary teams to build a powerful brand and intellectual asset to maximize return on investment.
How the Financial Crisis and Great Recession Affected Higher Education
Author: Jeffrey R. Brown
Publisher: University of Chicago Press
Published: 2015-01-08
Total Pages: 343
ISBN-13: 022620183X
DOWNLOAD EBOOKThe recent financial crisis had a profound effect on both public and private universities. Universities responded to these stresses in different ways. This volume presents new evidence on the nature of these responses and how the incentives and constraints facing different institutions affected their behavior.
Unconventional Success
Author: David F. Swensen
Publisher: Simon and Schuster
Published: 2005-08-09
Total Pages: 417
ISBN-13: 074327461X
DOWNLOAD EBOOKThe bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.
Building an Endowment
Author: Lynda S. Moerschbaecher
Publisher: Taylor Trade Publishing
Published: 2001
Total Pages: 0
ISBN-13: 9780944496688
DOWNLOAD EBOOKYou often begin the monumental task of building an endowment with few resources, little support and even less time. In this book you will learn how to overcome these pressures and also learn the process of setting up and securing an endowment fund. We will examine where money comes from, where it goes and how it grows. We will set forth rules and guidelines for its management. We will unlock and outline the ways in which an endowment fund can become a most effective fundraising investment.After reading this book, you will not only have a solid grasp of what endowment is and how it works, you will be ready to build an endowment right from the start.
