Read and Download eBook Full
Author: Fiduciary360
Publisher:
Published: 2006
Total Pages: 56
ISBN-13: 9780978796600
DOWNLOAD EBOOKThis book details a prudent investment process for Investment Stewards--persons who have the legal responsibility for managing someone else's money, including trustees and investment committee members. It is used in conjunction with Fiduciary360's training programs in fiduciary responsibility.
Author: Donald Trone
Publisher: McGraw Hill Professional
Published: 1996
Total Pages: 434
ISBN-13: 9780786303922
DOWNLOAD EBOOKThe Management of Investment Decisions seeks to fulfill the requests of numerous professional advisers and investors for a practical manual that lays out the step-by-step process for the proper management of investment decisions. Investment decisions need thoughtful management, no less than other critical areas within an investor's business, family, or charitable interests. The Management of Investment Decisions provides you with clear guidance to practical, readily identifiable, and easily adaptable steps to a comprehensive investment management process.
Author: Larry E. Swedroe
Publisher: Macmillan + ORM
Published: 2005-01-01
Total Pages: 197
ISBN-13: 1429972955
DOWNLOAD EBOOKInvestment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.
Author: Matthew Rice
Publisher: John Wiley & Sons
Published: 2012-02-15
Total Pages: 240
ISBN-13: 1118199146
DOWNLOAD EBOOKAn authoritative guide for effective investment management and oversight of endowments, foundations and other nonprofit investors Nonprofit Asset Management is a timely guide for managing endowment, foundation, and other nonprofit assets. Taking you through each phase of the process to create an elegant and simple framework for the prudent oversight of assets, this book covers setting investment objectives; investment policy; asset allocation strategies; investment manager selection; alternative asset classes; and how to establish an effective oversight system to ensure the program stays on track. Takes you through each phase of the process to create an elegant and simple framework for the prudent oversight of nonprofit assets A practical guide for fiduciaries of endowment, foundation, and other nonprofit funds Offers step-by-step guidance for the effective investment management of assets Created as a practical guide for fiduciaries of nonprofit funds—board members and internal business managers—Nonprofit Asset Management is a much-needed, step-by-step guide to the effective investment management of nonprofit assets.
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
Published: 2007
Total Pages: 216
ISBN-13: 9781590318737
DOWNLOAD EBOOKThe Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author: United States. Congress. House. Committee on Banking and Financial Services. Subcommittee on Capital Markets, Securities, and Government Sponsored Enterprises
Publisher:
Published: 1996
Total Pages: 964
ISBN-13:
DOWNLOAD EBOOKAuthor: fi360
Publisher:
Published: 2013-04-01
Total Pages:
ISBN-13: 9780989049016
DOWNLOAD EBOOKAuthor: Bruce R. Hopkins
Publisher: John Wiley & Sons
Published: 2004-03-01
Total Pages: 650
ISBN-13: 047148119X
DOWNLOAD EBOOKPrivate foundations are a special niche of the nonprofit sector. They are allowed to remain relatively tax-exempt in exchange for supporting charitable activities. There are more than 50,000–and growing–private foundations in the United States holding assets worth more than $230 billion. Private foundations are subject to a unique and complex set of (mostly tax) regulations that govern everything from how much money they give away to their investment policies and procedures. This much needed, annually updated manual explicates a wide range of tax rules and regulations for these foundations and prepares them for the increasing scrutiny of the IRS. Co-authored by a lawyer and tax accountant, the revised and expanded second edition of this highly respected guide includes practical tax compliance suggestions and in-depth legal explanations, line-by-line instructions, sample-filled IRS forms, and complete citations.
Author: David Dreman
Publisher: Simon and Schuster
Published: 2012-01-10
Total Pages: 498
ISBN-13: 0743297962
DOWNLOAD EBOOKIntroduces important new findings in psychology to demonstrate why most investment strategies are flawed, outlining atypical strategies designed to prevent over- and under-valuations while crash-proofing a portfolio.
Author: Rocco Dibruno
Publisher: Marketplace Books
Published: 2006-07
Total Pages: 132
ISBN-13: 9781592802890
DOWNLOAD EBOOKIn today's complex, increasingly-litigious world, you must ensure that your 401(K) investment program is sound and efficient. A well managed investment committee is the key to survival and success. Packed with numerous resources and examples, this clear guide will help you avoid legal and financial pitfalls and find answers to critical questions: * What constitutes a prudent committee selection and operating process? * How should a committee be governed? * How much reliance should a committee place on outside consultants? * How should committee members be selected? * How are best practices articulated and implemented? You will learn how to: * Serve successfully on an investment committee * Enable effective management * Implement a robust investment policy An adept 401(K) investment committee helps you identify crucial issues and get the job done right.
