The Trustee Guide to Investment PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download The Trustee Guide to Investment PDF full book. Access full book title The Trustee Guide to Investment by A. Clare. Download full books in PDF and EPUB format.
Author: A. Clare
Publisher: Springer
ISBN: 0230361870
Category : Business & Economics
Languages : en
Pages : 602
Get Book Here
Book Description
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.
Author: A. Clare
Publisher: Springer
ISBN: 0230361870
Category : Business & Economics
Languages : en
Pages : 602
Get Book Here
Book Description
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.
Author: Christopher K. Merker
Publisher: Springer
ISBN: 303021088X
Category : Business & Economics
Languages : en
Pages : 140
Get Book Here
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.
Author: Bernard CRACROFT
Publisher:
ISBN:
Category :
Languages : en
Pages : 160
Get Book Here
Book Description
Author: Kees Koedijk
Publisher: John Wiley & Sons
ISBN: 1119437695
Category : Business & Economics
Languages : en
Pages : 330
Get Book Here
Book Description
Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases — it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success — and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off. Understand the role of pension funds and the fiduciary duty of trustees Learn the tools and kills you need to build profound and lasting investment excellence Analyse, diagnose and improve investment quality of funds using concrete tools and instruments Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully.
Author: Anne Cabot-Alletzhauser
Publisher:
ISBN: 9780409111781
Category : Investment analysis
Languages : en
Pages : 53
Get Book Here
Book Description
Author: Michael O'Sullivan
Publisher:
ISBN: 9780406965288
Category : Legal investments
Languages : en
Pages : 205
Get Book Here
Book Description
Concentrates on the powers and duties of trustees in relation to the investment of trust funds. This book provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the case law that is relevant and applicable.
Author: Arthur Lee Ellis
Publisher: London : Stevens
ISBN:
Category : Trusts and trustees
Languages : en
Pages : 220
Get Book Here
Book Description
Author: Robin Ellison
Publisher: Thorogood Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 260
Get Book Here
Book Description
Understanding financial markets. Far too many pension trustees - even in large funds - have an inadequate understanding of investment and financial markets. This book - tailored specifically for pension fund trustees - fills an important knowledge gap. Designed as a practical, easy-to-follow guide to the new financial environment in which pension trustees are learning to operate, it provides you with a set of working definitions, and the financial techniques and tools needed in order to improve returns and safeguard risks. It summarises the latest thinking and techniques in traditional assets, such as equities, bonds, property and cash, and examines the potential for investing in less conventional asset classes, such as hedge funds, private equity and commodities, where both rewards and risks can be high.
Author: O'Sullivan
Publisher: Bloomsbury Professional
ISBN: 9781845925932
Category : Business & Economics
Languages : en
Pages : 205
Get Book Here
Book Description
"The law relating to trustee investment was fundamentally altered by the introduction of the Trustee Act 2000. Solicitors, accountants, bankers and other persons acting as trustees are subject to amended statutory duties including the new statutory duty of care. The new regime provides trustees with new powers but imposes a raft of new obligations on them in order to safeguard the interest of beneficiaries. This title concentrates on the powers and duties of trustees in relation to the investment of trust funds. It provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the old case law that is still relevant and applicable."
Author: G. Timothy Haight
Publisher: John Wiley & Sons
ISBN: 0470042559
Category : Business & Economics
Languages : en
Pages : 272
Get Book Here
Book Description
An informative guide to selecting and evaluating external investment professionals This book-one of the very few of its kind-is an invaluable aid to trustees of pension plans, endowments, and trusts who seek to chart and navigate courses for governing and overseeing the investment of the trillions of dollars under their care. It covers many aspects of this essential endeavor, including return measures, fixed income and duration, manager searches, committee meetings, and much more. G. Timothy Haight (Atherton, CA) is President of Menlo College in Silicon Valley. Stephen O. Morrell, PhD (Coral Springs, FL) is Professor at Andreas School of Business of Barry University. Glenn Ross (Baltimore, MD) is a Managing Director and cofounder of Archstone Portfolio Solutions.
