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Author: Eugene B. Burroughs Publisher: International Foundation of Employee benefit ISBN: 9780891545903 Category : Business & Economics Languages : en Pages : 341
Book Description
Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fund's ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trustees?-the carpenter, the contractor, the printer, the association executive, the nurse?-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ? Hedge funds ? Structured equity (enhanced indexing) ? Brokerage services ? Custody of fund transactions ? Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.
Author: Eugene B. Burroughs Publisher: International Foundation of Employee benefit ISBN: 9780891545903 Category : Business & Economics Languages : en Pages : 341
Book Description
Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fund's ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trustees?-the carpenter, the contractor, the printer, the association executive, the nurse?-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ? Hedge funds ? Structured equity (enhanced indexing) ? Brokerage services ? Custody of fund transactions ? Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.
Author: International Foundation of Employee Benefit Plans Publisher: ISBN: 9780891540588 Category : Employee fringe benefits Languages : en Pages : 92
Author: Christopher P. Cline Publisher: American Bar Association ISBN: 9781604423563 Category : Business & Economics Languages : en Pages : 130
Book Description
The use of trusts, both revocable and irrevocable, is growing, and it is increasingly important for the trustee to prudently invest the trust's assets. The Madoff scandal and legislative developments have highlighted the importance of that duty. Written with the individual trustee in mind - lawyers, individuals acting as trustees, financial planners, and accountants - this book examines the law of diversification, investment directions, determining breach and damages, and provides guidelines for drafting an investment plan.
Author: Kees Koedijk Publisher: John Wiley & Sons ISBN: 1119437725 Category : Business & Economics Languages : en Pages : 371
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: 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: Von M. Hughes Publisher: McGraw-Hill Education ISBN: 9781260134766 Category : Business & Economics Languages : en Pages : 0
Book Description
The first comprehensive guide to mastering the roles and responsibilities of a public pension fiduciary in the U.S. In an ever-changing financial and political landscape, your job as a public pension fiduciary continues to get more difficult. Now, you have the help you need. U.S. Public Pension Handbook is the only one-stop resource that covers the various areas of public pension policy design, governance, investment management, infrastructure, accounting, and law. This comprehensive guide presents critical data, information, and insights in topic-specific, easy-to-understand ways—providing the knowledge you need to elevate your expertise and overall contribution to your pension plan or system. U.S. Public Pension Handbook covers: •Today’s domestic and global public pension marketplace•The ins and outs of the defined benefit model, the defined contribution model, and hybrid pension designs•Financial concepts central to the actuarial valuation of pension obligations•Public pension investment policies and philosophies•Asset allocations and how they have changed over time•State and local government pension contribution policies•The impact of governance structure and board composition on organizational results•Fiduciary responsibility and the general legal/regulatory framework governing trustees•How changes in trust law may affect public pension trustee fiduciary responsibility and liability•Best practices in pension governance and organizational design Public pension trustees are the unsung heroes of the world of finance, collectively managing over $6 trillion in retirement assets in this country alone. U.S. Public Pension Handbook provides the grounding you need to make sure you perform your all-important job with the utmost expertise and professionalism.
Author: Eugene B. Burroughs
Author: Eugene B. Burroughs
Author: International Foundation of Employee Benefit Plans
Author: 
Author: 
Author: Christopher P. Cline
Author: Kees Koedijk
Author: Jeffery V. Bailey
Author: G. David Orr
Author: Von M. Hughes
Author: Jeffery V. Bailey