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Author: Richard Franz
Publisher: CFA Institute Research Foundation
ISBN: 1944960805
Category : Business & Economics
Languages : en
Pages : 20
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Book Description
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: Richard Franz
Publisher: CFA Institute Research Foundation
ISBN: 1944960805
Category : Business & Economics
Languages : en
Pages : 20
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Book Description
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: Donald R. Chambers
Publisher: CFA Institute Research Foundation
ISBN: 1944960384
Category : Business & Economics
Languages : en
Pages :
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Book Description
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: Lynda S. Moerschbaecher
Publisher: Taylor Trade Publishing
ISBN: 9780944496688
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
You often begin the monumental task of building an endowment with few resources, little support and even less time. In this book you will learn how to overcome these pressures and also learn the process of setting up and securing an endowment fund. We will examine where money comes from, where it goes and how it grows. We will set forth rules and guidelines for its management. We will unlock and outline the ways in which an endowment fund can become a most effective fundraising investment.After reading this book, you will not only have a solid grasp of what endowment is and how it works, you will be ready to build an endowment right from the start.
Author: Nurul Adilah Hasbullah
Publisher: Taylor & Francis
ISBN: 1000993809
Category : Business & Economics
Languages : en
Pages : 233
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Book Description
Public debt pressures due to the global economic crisis in several countries have impacted higher education, compelling governments to curtail the funding of higher education institutions (HEIs). Various instruments have been proposed as a platform for the private sector to channel funding to HEIs. This book introduces readers to the issues surrounding the financing of HEIs, especially public universities, which are dependent on government budgets. It discusses the sources of funding for HEIs, focusing on philanthropic instruments through endowment and waqf funds. Since both forms of income are obtained via contributions from third parties, such as alumni, individuals, business corporations etc., it is essential that they are managed in such a way to ensure their sustainability and that their benefits can be accessed without interruption. It explains the theory of successful endowment and waqf at HEIs, namely appropriate investment planning, superior investment committees, highly skilled investment managers, alumni networks, diversity of income sources and effective fundraising. These elements have been studied empirically in this book through case studies of several selected Malaysian public universities. The book considers policy implications and offers recommendations of strategies that Universities can adopt, such as the appointment of fund managers. No specific guidelines currently exist for appointing fund managers to enable universities to invest in assets such as bonds, equities, and property. Therefore, the book encourages universities to grow the endowment and waqf funds through proper investment strategies executed by professional fund managers. The book contributes new knowledge to scholars, students and researchers, as well as informing university administrators how to collect, manage and invest funds from endowment and waqf.
Author: Ovid K. Wong
Publisher: R&L Education
ISBN: 161048651X
Category : Education
Languages : en
Pages : 131
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Book Description
Look no further if you are new to a teaching career in higher education regardless whether you are doing it full or part time. Your passion to share your wealth of knowledge and skills is a good beginning. However, you need to know the higher education environment from the classroom to the office of the administration well enough to thrive. If you are not new to instruction in higher education this book can help you to look at rewards and challenges ahead. If you are a college administrator the book can help you to tool and retool your faculty for more effective instruction brining about better student learning achievement. Regardless of your college role it is important to remember that the vitality and credibility of the institution is defined by the excellence of the professors that they employed.
Author: Jeffery V. Bailey
Publisher: CFA Institute Research Foundation
ISBN: 1944960309
Category : Business & Economics
Languages : en
Pages : 143
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Book Description
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: CFA Institute Research Foundation
Publisher: CFA Institute Research Foundation
ISBN: 1944960945
Category : Business & Economics
Languages : en
Pages : 120
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Book Description
Research Foundation Review 2019 presents the offerings from CFA Institute Research Foundation during 2019. We start with an overview, summarize the year's output, and end with other relevant material, such as awards and recognition.
Author: Charles Richard Sattgast
Publisher:
ISBN:
Category : Endowments
Languages : en
Pages : 144
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Book Description
Author: Jeanette O'Brien
Publisher:
ISBN: 9781634856768
Category : Business & Economics
Languages : en
Pages : 72
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Book Description
Colleges and universities maintain endowments to directly support their activities as institutions of higher education. Endowments are typically investment funds, but may also consist of cash or property. Current tax law benefits endowments and the accumulation of endowment assets. Specifically, endowment fund earnings are exempt from federal income tax. Additionally, taxpayers making contributions to college and university endowment funds may be able to deduct the value of their contribution from income subject to tax. The purpose of this book is to provide background information on college and university endowments, and discuss various options for changing their tax treatment.
Author: W. Robert Bokelman
Publisher:
ISBN:
Category : Education
Languages : en
Pages : 156
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Book Description
