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Author: William Schneider
Publisher: Irwin Professional Publishing
ISBN: 9780786310708
Category : Social Science
Languages : en
Pages : 0
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Book Description
"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
Author: William Schneider
Publisher: Irwin Professional Publishing
ISBN: 9780786310708
Category : Social Science
Languages : en
Pages : 0
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Book Description
"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
Author: Lester M. Salamon
Publisher:
ISBN:
Category : Science
Languages : en
Pages : 100
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Book Description
Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295
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Book Description
The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
Author: William F. Schneider
Publisher: John Wiley & Sons
ISBN: 0471733946
Category : Business & Economics
Languages : en
Pages : 362
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Book Description
"The authors have provided an interesting and helpful resource to understand and manage the nonprofit organization's investments. I believe that this book should be in the library of all nonprofit practitioners that are concerned about prudent stewardship." —Jim Croft, PhD, Vice President, Finance and Administration The Field Museum (Chicago, Illinois) "This book is a straightforward, well-written guide to the strategies and administration of investment assets of nonprofit institutions. It relies on the principles of modern portfolio theory in emphasizing asset diversification, performance measurement, and careful manager selection. It debunks much of what passes for 'investment advice' in the popular media. To their credit, the authors describe the challenges, factors, and actors in the investment industry, from the perspective of the individuals and committees charged by nonprofit institutions swith investment oversight responsibility." —John E. Allerson, Senior Vice President, Finance and Operations and Chief Financial Officer, Roosevelt University (Chicago, Illinois) "I would consider this book 'Investments 101' for anyone who deals with overseeing investments of a company, whether it is a profit or nonprofit. Yet, at the same time, it would help all investors, small or large, in dealing with their own individual portfolios. DiMeo, Schneider, Benoit, et al. have organized the book in such a way that each chapter deals with the very essence of how to structure an investment portfolio and how to look at the complex environment in an easy way." —Kevin Higdon, Vice President of Finance Elkhart General Hospital (Elkhart, Indiana) "From modern portfolio theory to the role of the fiduciary, The Practical Guide to Managing Nonprofit Assets provides trustees of nonprofit funds with a chapter-by-chapter explanation of what they should know to carry out their responsibilities. For the uninitiated, it creates a foundation for understanding investing in a difficult environment. For the experienced, it serves as a checklist of issues to be considered in exercising appropriate investment oversight." —Thomas H. Hodges, Executive Vice President, Finance, and Treasurer Evanston Northwestern Healthcare (Evanston, Illinois)
Author: Matthew Rice
Publisher: John Wiley & Sons
ISBN: 1118199146
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
An 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: Lawrence E. Kochard
Publisher: John Wiley & Sons
ISBN: 1118045009
Category : Business & Economics
Languages : en
Pages : 325
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Book Description
In 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.
Author: Frank L. Ellsworth
Publisher: John Wiley & Sons
ISBN: 0471460397
Category : Business & Economics
Languages : en
Pages : 336
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Book Description
A foundation insider's guide to financial management challenges and solutions Foundation Management represents the only single-volume reference to cover tried and true and emerging financial planning and management issues-in both the domestic and foreign sectors-affecting philanthropic foundations. A companion to Frank Ellsworth and Joe Lumarda's From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations, this comprehensive survey not only provides practitioners with a better understanding of the changing financial, legal, and international landscape, but also delivers targeted operational management strategies. Topics covered include: European foundations Nongovernment organizations in Asia U.S. and Mexican relations foundations The relationship between the IRS and philanthropic foundations The roles of lawyers, accountants, and investment professionals Extensive interviews with key industry insiders supplement the commentary throughout. Trustees, CEOs, CFOs, members of investment committees, tax and estate-planning professionals, and program officers will find Foundation Management to be an indispensable resource.
Author: Söhnke M. Bartram
Publisher: CFA Institute Research Foundation
ISBN: 195292703X
Category : Business & Economics
Languages : en
Pages : 95
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Book Description
Artificial intelligence (AI) has grown in presence in asset management and has revolutionized the sector in many ways. It has improved portfolio management, trading, and risk management practices by increasing efficiency, accuracy, and compliance. In particular, AI techniques help construct portfolios based on more accurate risk and return forecasts and more complex constraints. Trading algorithms use AI to devise novel trading signals and execute trades with lower transaction costs. AI also improves risk modeling and forecasting by generating insights from new data sources. Finally, robo-advisors owe a large part of their success to AI techniques. Yet the use of AI can also create new risks and challenges, such as those resulting from model opacity, complexity, and reliance on data integrity.
Author: David E. Linton
Publisher:
ISBN: 9781604271652
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Foundations of Investment Management: Mastering Financial Markets, Asset Classes, and Investment Strategies shows how to navigate today's world of complex financial instruments, investment opportunities, and devastating pitfalls. This reader-friendly guide details stocks, bonds, and alternative investments, who invests in these asset classes, how, and why. It uses real-world examples in addition to citing the latest academic research. Additionally, seven industry experts have co-authored select chapters to greatly expand the depth and utility of this book for the reader. This unique guide is perfect for financial analysts, portfolio managers, client-facing representatives, product specialists, and anybody early in their finance career who wishes to understand how clients, products, and investors relate and interact. Foundations of Investment Management provides a complete overview of the investment management industry; defines key terms and participants; identifies investment vehicles, strategies, and asset classes; and analyzes each strategy focusing on its relative utility and potential inclusion in a well-diversified portfolio. Despite the subject mater's complexity, each topic is distilled in a way that is highly relatable and intuitive, ensuring the reader knows how to better manage their investments or interact with clients. Lastly, every chapter closes with a summary and investment implications to maximize the information presented. Key Features - Defines various fund structures, discusses the growth of the mutual fund industry, explains the benefits and disadvantages of comingled vehicles and details other investment options including fund of funds, annuities, and separately managed accounts - Presents detailed descriptions of different institutional investors; elaborates on their investment considerations, objectives, and reaction functions; and concludes with implications for an institutions' propensity to respond similarly to market developments - Supplies tools and techniques to construct and optimize a fixed income portfolio - Reviews the history of the Bank of England and U.S. Federal Reserve and describes central bank objectives, tools, and reaction functions - Illustrates the difference between investing and speculating by introducing different valuation methods and approaches to developing an investment thesis - Examines the growth of high frequency trading and identifies rebalancing strategies - Identifies different stock investment approaches as well as introduces several equity valuation methods - Describes mean variance optimization and conviction-based portfolio construction approaches - Reviews bond basics including bond income, interest rate sensitivity, and sources of risk such as credit and liquidity - Examines the history of real assets, defines each real asset, details the drivers of their return, and explains how an investor may gain exposure to each asset through the utilization of financial instruments or investment vehicles - Presents the theory behind and history of factors and factor investing from both an academic and practitioner perspective. - Presents the development of our understanding of behavioral biases, explains how these biases impact investment decisions, and provides tips and techniques to avoid their pitfalls
Author: Chris Russell
Publisher: John Wiley & Sons
ISBN: 0470032227
Category : Business & Economics
Languages : en
Pages : 248
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Book Description
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
