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Author: CFA. Jonathan J. Woolverton
Publisher:
Published: 1900
Total Pages: 0
ISBN-13: 9780228861614
DOWNLOAD EBOOKAuthor: CFA Jonathan J. Woolverton
Publisher:
Published: 2021-12-30
Total Pages: 274
ISBN-13: 9780228861591
DOWNLOAD EBOOKJJ's investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as a plan sponsor, a consultant, and a money manager. In the majority of these meetings, he has found that committee members lack three things: in-depth investment expertise to effectively carry out their fiduciary responsibilities, the necessary time allocation to administer and manage the investment program in the best interests of the beneficiaries, and the ability to develop an efficient monitoring system to hold all service providers accountable for the products and services they provide. This book outlines the steps to be taken in establishing investment policy; formulating asset mix strategy; creating an appropriate investment management structure; undertaking investment manager searches; and highlighting the conflicts of interest, biases, and self-interests of the various service providers. This book is designed to assist members of investment committees in their role as fiduciaries/trustees/administrators.
Author: Russell L. Olson
Publisher: John Wiley & Sons
Published: 2011-07-07
Total Pages: 181
ISBN-13: 1118161017
DOWNLOAD EBOOKComprehensive 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
Author: Rocco DiBruno
Publisher: John Wiley & Sons
Published: 2015-12-28
Total Pages: 126
ISBN-13: 1118538706
DOWNLOAD EBOOKAn indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investment While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today's increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance. Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources Features numerous real-world examples drawn from the author’s years of experience as an accredited investment
Author: James P. Owen
Publisher:
Published: 1993
Total Pages: 204
ISBN-13: 9789837200807
DOWNLOAD EBOOKAuthor: Daniel C. Bancroft
Publisher: Authors Choice Press
Published: 2001
Total Pages: 0
ISBN-13: 9780595150922
DOWNLOAD EBOOKA 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.
Author: John J. Bowen
Publisher: McGraw Hill Professional
Published: 1998-07-21
Total Pages: 200
ISBN-13: 9780071367448
DOWNLOAD EBOOK"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.
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: Robert A. Scott
Publisher: JHU Press
Published: 2018-01-15
Total Pages: 225
ISBN-13: 1421424940
DOWNLOAD EBOOKAn expert guide designed to help university trustees become effective leaders. Honorable Mention for Eric Hoffer Award (Business Category) by The Hoffer Project We expect college and university trustees to hire the president, advise senior staff, manage investments and financial decisions, and oversee major strategic initiatives. Unfortunately, they sometimes come into this powerful role with little or no understanding of what they are meant to do or how their institutions work. How University Boards Work, by Robert A. Scott, is designed to help trustees understand how to fulfill their responsibilities. Written by a widely respected leader in American higher education and former university president, How University Boards Work is the product of personal experience and considerable research. This concise, straightforward guide includes: • an explanation of the difference between governance and management • tips on how best to prepare for board decisions and discussions • examples of positive and negative board behavior • guidance about board professional development • advice on managing transitions between chief executives How University Boards Work will prove an invaluable resource for those responsible for governing colleges and universities, whether privately financed or state funded. It will also be an illuminating read for board secretaries, campus executives and administrators, faculty leaders, alumni volunteers, and public officials, as well as anybody seeking to understand institutional governance in the light of past and current trends in higher education.
Author:
Publisher:
Published: 1976-01-01
Total Pages: 87
ISBN-13: 9781934667088
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