A Primer For Investment Trustees

Author : Jeffery V. Bailey
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960309
Total Pages : 143 pages
Book Rating : 4.08/5 ( download)

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Download or read book A Primer For Investment Trustees: Understanding Investment Committee Responsibilities written by Jeffery V. Bailey and published by CFA Institute Research Foundation. This book was released on 2017-10-24 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Jeffery V. Bailey
Publisher :
ISBN 13 : 9781934667330
Total Pages : 107 pages
Book Rating : 4.31/5 ( download)

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Download or read book A Primer for Investment Trustees written by Jeffery V. Bailey and published by . This book was released on 2011-01 with total page 107 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Jeff V. Bailey
Publisher :
ISBN 13 :
Total Pages : 7 pages
Book Rating : 4.07/5 ( download)

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Download or read book A Primer for Investment Trustees (a Summary). written by Jeff V. Bailey and published by . This book was released on 2015 with total page 7 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Donald R. Chambers
Publisher :
ISBN 13 : 9781944960377
Total Pages : pages
Book Rating : 4.76/5 ( download)

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Download or read book Alternative Investments written by Donald R. Chambers and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Chris Russell
Publisher : John Wiley & Sons
ISBN 13 : 0470032227
Total Pages : 248 pages
Book Rating : 4.20/5 ( download)

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Download or read book Trustee Investment Strategy for Endowments and Foundations written by Chris Russell and published by John Wiley & Sons. This book was released on 2006-07-11 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. Key features are therefore: Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US Aimed at professional trustees An holistic approach to strategy Avoidance of jargon and mathematics Focus on principles underlying asset strategy

Author : Donald R. Chambers
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960384
Total Pages : pages
Book Rating : 4.84/5 ( download)

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Download or read book Alternative Investments: A Primer for Investment Professionals written by Donald R. Chambers and published by CFA Institute Research Foundation. This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Christopher P. Cline
Publisher : American Bar Association
ISBN 13 : 9781604423563
Total Pages : 130 pages
Book Rating : 4.60/5 ( download)

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Download or read book The Law of Trustee Investments written by Christopher P. Cline and published by American Bar Association. This book was released on 2009 with total page 130 pages. Available in PDF, EPUB and Kindle. Book excerpt: The use of trusts, both revocable and irrevocable, is growing, and it is increasingly important for the trustee to prudently invest the trust's assets. The Madoff scandal and legislative developments have highlighted the importance of that duty. Written with the individual trustee in mind - lawyers, individuals acting as trustees, financial planners, and accountants - this book examines the law of diversification, investment directions, determining breach and damages, and provides guidelines for drafting an investment plan.

Author : CAIA Association
Publisher : John Wiley & Sons
ISBN 13 : 111901638X
Total Pages : 1401 pages
Book Rating : 4.80/5 ( download)

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Download or read book Alternative Investments written by CAIA Association and published by John Wiley & Sons. This book was released on 2016-09-27 with total page 1401 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere. Written by the makers of the exam, this book provides in-depth guidance through the entire exam agenda; the Level II strategies are the same as Level I, but this time you'll review them through the lens of risk management and portfolio optimisation. Topics include asset allocation and portfolio oversight, style analysis, risk management, alternative asset securitisation, secondary market creation, performance and style attribution and indexing and benchmarking, with clear organisation and a logical progression that allows you to customise your preparation focus. This new third edition has been updated to align with the latest exam, and to reflect the current practices in the field. The CAIA designation was developed to provide a standardized knowledge base in the midst of explosive capital inflow into alternative investments. This book provides a single-source repository of that essential information, tailored to those preparing for the Level II exam. Measure, monitor and manage funds from a risk management perspective Delve into advanced portfolio structures and optimisation strategies Master the nuances of private equity, real assets, commodities and hedge funds Gain expert insight into preparing thoroughly for the CAIA Level II exam The CAIA Charter programme is rigorous and comprehensive, and the designation is globally recognised as the highest standard in alternative investment education. Candidates seeking thorough preparation and detailed explanations of all aspects of alternative investment need look no further than CAIA Level II.

Author : Richard Franz
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960805
Total Pages : 20 pages
Book Rating : 4.03/5 ( download)

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Download or read book University Endowments: A Primer written by Richard Franz and published by CFA Institute Research Foundation. This book was released on 2019-07-31 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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?

Author : A. Clare
Publisher : Springer
ISBN 13 : 0230361870
Total Pages : 593 pages
Book Rating : 4.74/5 ( download)

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Download or read book The Trustee Guide to Investment written by A. Clare and published by Springer. This book was released on 2011-11-22 with total page 593 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Trustee Guide to Investment is a unique and refreshingly practical guide to the expanding range of markets, investments, tools and techniques to which pension scheme trustees must now become familiar.