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Author: Rocco DiBruno Publisher: John Wiley & Sons ISBN: 1118538706 Category : Business & Economics Languages : en Pages : 126
Book Description
An indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investment While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today's increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance. Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources Features numerous real-world examples drawn from the author’s years of experience as an accredited investment
Author: Rocco DiBruno Publisher: John Wiley & Sons ISBN: 1118538706 Category : Business & Economics Languages : en Pages : 126
Book Description
An indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investment While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today's increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance. Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources Features numerous real-world examples drawn from the author’s years of experience as an accredited investment
Author: Rocco Dibruno Publisher: Marketplace Books ISBN: 9781592802890 Category : Business & Economics Languages : en Pages : 132
Book Description
In today's complex, increasingly-litigious world, you must ensure that your 401(K) investment program is sound and efficient. A well managed investment committee is the key to survival and success. Packed with numerous resources and examples, this clear guide will help you avoid legal and financial pitfalls and find answers to critical questions: * What constitutes a prudent committee selection and operating process? * How should a committee be governed? * How much reliance should a committee place on outside consultants? * How should committee members be selected? * How are best practices articulated and implemented? You will learn how to: * Serve successfully on an investment committee * Enable effective management * Implement a robust investment policy An adept 401(K) investment committee helps you identify crucial issues and get the job done right.
Author: Jeffery V. Bailey Publisher: CFA Institute Research Foundation ISBN: 1944960309 Category : Business & Economics Languages : en Pages : 161
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: Jack Gardner Publisher: John Wiley & Sons ISBN: 1118538048 Category : Business & Economics Languages : en Pages : 61
Book Description
An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
Author: Robert A. Scott Publisher: JHU Press ISBN: 1421424940 Category : Education Languages : en Pages : 225
Book Description
An expert guide designed to help university trustees become effective leaders. Honorable Mention for Eric Hoffer Award (Business Category) by The Hoffer Project We expect college and university trustees to hire the president, advise senior staff, manage investments and financial decisions, and oversee major strategic initiatives. Unfortunately, they sometimes come into this powerful role with little or no understanding of what they are meant to do or how their institutions work. How University Boards Work, by Robert A. Scott, is designed to help trustees understand how to fulfill their responsibilities. Written by a widely respected leader in American higher education and former university president, How University Boards Work is the product of personal experience and considerable research. This concise, straightforward guide includes: • an explanation of the difference between governance and management • tips on how best to prepare for board decisions and discussions • examples of positive and negative board behavior • guidance about board professional development • advice on managing transitions between chief executives How University Boards Work will prove an invaluable resource for those responsible for governing colleges and universities, whether privately financed or state funded. It will also be an illuminating read for board secretaries, campus executives and administrators, faculty leaders, alumni volunteers, and public officials, as well as anybody seeking to understand institutional governance in the light of past and current trends in higher education.
Author: Jim Ware Publisher: John Wiley & Sons ISBN: 1118429222 Category : Business & Economics Languages : en Pages : 245
Book Description
High Performing Investment Teams "Although most leaders agree teamwork is important, few businesses effectively build collaborative, synchronized teams. High Performing Investment Teams is an excellent guidepost for any manager striving to create a winning team and develop bench strength for the future." —John W. Rogers Jr., Chairman and Chief Executive Officer, Ariel Capital Management, LLC "Turning individual talent into team performance is the ultimate challenge for an investment organization, but also the key to building a sustainable investment franchise. Focus Consulting has captured the essence of how to leverage your intellectual capital for maximum and enduring success." —Michelle R. Seitz, CFA, Principal, Head of Investment Management, Executive Committee Member, William Blair & Company, LLC "Focus Consulting's work on behaviors of top teams is clear, effective, and practical. We recommend it highly for investment firms that are serious about world-class collaboration." —Terry Toth, President, Northern Trust Global Investments "Focus Consulting really understands that attracting and motivating talented people makes all the difference for asset managers. Their work is based on years of experience helping investment firms build strong cultures with productive behaviors." —Scott Powers, Chief Executive Officer, Old Mutual Asset Management "Focus Consulting understands the people aspect of the investment business. They know the investment business and how to make collaboration work." —Harin de Silva, PhD, CFA, President, Analytic Investors
Author: William F. Schneider Publisher: John Wiley & Sons ISBN: 0471733946 Category : Business & Economics Languages : en Pages : 362
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: Rocco DiBruno
Author: Rocco DiBruno
Author: Rocco Dibruno
Author: Jeffery V. Bailey
Author: Jack Gardner
Author: Jay Yoder
Author: Robert A. Scott
Author: Jim Ware
Author: Jeffery V. Bailey
Author: Nikk Wellman Kraus
Author: William F. Schneider