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Author: Eugene B. Burroughs
Publisher: International Foundation of Employee benefit
ISBN: 9780891544852
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fundÆs ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trusteesų-the carpenter, the contractor, the printer, the association executive, the nurseų-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ō Hedge funds ō Structured equity (enhanced indexing) ō Brokerage services ō Custody of fund transactions ō Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.
Author: Eugene B. Burroughs
Publisher: International Foundation of Employee benefit
ISBN: 9780891544852
Category : Business & Economics
Languages : en
Pages : 224
Get Book
Book Description
Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fundÆs ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trusteesų-the carpenter, the contractor, the printer, the association executive, the nurseų-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ō Hedge funds ō Structured equity (enhanced indexing) ō Brokerage services ō Custody of fund transactions ō Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.
Author: International Foundation of Employee Benefit Plans
Publisher:
ISBN: 9780891540588
Category : Employee fringe benefits
Languages : en
Pages : 92
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Book Description
Author:
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 110
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Book Description
Author:
Publisher: International Foundation of Employee benefit
ISBN: 9780891542230
Category : Business & Economics
Languages : en
Pages : 185
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Book Description
Author: Christopher P. Cline
Publisher: American Bar Association
ISBN: 9781604423563
Category : Business & Economics
Languages : en
Pages : 130
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Book Description
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: Norman M. Boone
Publisher: AdvisorPress
ISBN: 9780975344804
Category : Biography & Autobiography
Languages : en
Pages : 358
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Book Description
What is an Investment Policy Statement? The IPS provides the foundation for all future investment decisions to be made by an investor.It serves as a guidepost, identifying goals, creating a system and discipline for a decisions. A client said,"Once the trustees adopted the Investment Policy Statement, we found that we were making our decisions in a deliberate fashion, rather than in the "heat of battle."Since we'd already thought about how things would get done under a variety of circumstances, we no longer found ourselves getting emotional. Planning ahead makes it easier for all of us when the investment markets get turbulent." If you are an investment advisor, financial planner, stock broker, insurance agent, CPA or attorney advising your clients about their money, this innovative book will be a key tool for working with clients.
Author:
Publisher:
ISBN:
Category : Employee fringe benefits
Languages : en
Pages : 560
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Book Description
Author: Michael Cichon
Publisher: International Labour Organization
ISBN: 9789221151227
Category : Political Science
Languages : en
Pages : 702
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Book Description
This publication considers the range of financing options available for the design of cost-effective and equitable social welfare systems, giving a thorough analysis of their advantages and disadvantages and their financial and economic implications. Written by practitioners for practitioners, the book discusses the design and maintenance of national social protection systems that seek to ensure effective and efficient use of available resources at the community, national and international levels while supporting long-term economic development. The book explores theoretical and practical policy questions, as well as looking at the policy process that determines the affordable levels of and scope of social protection in a given country.
Author:
Publisher:
ISBN:
Category : Old age pensions
Languages : en
Pages : 254
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Book Description
Author: William I. Woodson
Publisher: Columbia University Press
ISBN: 0231553714
Category : Business & Economics
Languages : en
Pages : 335
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Book Description
Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used. This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.
