Self-Assessment of Fiduciary Excellence for Investment Stewards PDF Download
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Author: fi360
Publisher:
ISBN: 9780989049030
Category : Business & Economics
Languages : en
Pages :
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Book Description
Author: fi360
Publisher:
ISBN: 9780989049030
Category : Business & Economics
Languages : en
Pages :
Get Book Here
Book Description
Author: Fiduciary360
Publisher:
ISBN: 9780978796655
Category :
Languages : en
Pages :
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Book Description
A questionnaire based on the handbook Prudent Practices for Investment Stewards. Used to determine how well a Steward's organization is following the practices.
Author: Fiduciary360
Publisher:
ISBN: 9780978796662
Category :
Languages : en
Pages :
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Book Description
A questionnaire based on the Prudent Practices for Investment Advisors handbook. Used to analyze how well an organization meets a defined global fiduciary standard of excellence.
Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1466558741
Category : Business & Economics
Languages : en
Pages : 350
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Book Description
In this book, a world-class editorial advisory board and an independent team of contributors draw on their experience in operations, leadership, and Lean managerial decision making to share helpful insights on the valuation of hospitals in today‘s changing reimbursement and regulatory environments.Using language that is easy to understand, Financia
Author: fi360
Publisher:
ISBN: 9780989049023
Category : Business & Economics
Languages : en
Pages :
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Book Description
Author: fi360
Publisher:
ISBN: 9780989049047
Category : Business & Economics
Languages : en
Pages :
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Book Description
Author: Fiduciary360
Publisher:
ISBN: 9780978796600
Category : Investment advisors
Languages : en
Pages : 56
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Book Description
This 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:
Publisher:
ISBN:
Category : Investment advisors
Languages : en
Pages : 60
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Book Description
Author: Fiduciary360
Publisher:
ISBN: 9780978796631
Category :
Languages : en
Pages :
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Book Description
Author: Christopher K. Merker
Publisher: Springer
ISBN: 303021088X
Category : Business & Economics
Languages : en
Pages : 145
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Book Description
More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.
