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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: 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: Christopher K. Merker Publisher: Springer ISBN: 303021088X Category : Business & Economics Languages : en Pages : 140
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: Herbert Ellissen Publisher: Legare Street Press ISBN: 9781022207189 Category : Business & Economics Languages : en Pages : 0
Book Description
This comprehensive guide for trustees and other fiduciaries offers a detailed listing of securities that are authorized for investment under the Trustee Act 1893 and the Colonial Stock Act 1900. Each security is annotated with essential information, including current market values, yield rates, tax implications, and growth potential. The book also provides helpful information on investment strategies and portfolio management for trustees and other investors. This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work is in the "public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.
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: Christopher P. Cline Publisher: ISBN: 9781633591394 Category : Investments Languages : en Pages :
Book Description
" ... provides detailed coverage of the rules governing the different types of investments available to trustees, some basic income tax consequences of those investments, and some of the economic theory behind investing. This Portfolio discusses the laws applicable to trustees when investing trust assets"--P. (iii).
Author: Chris Russell Publisher: John Wiley & Sons ISBN: 0470032227 Category : Business & Economics Languages : en Pages : 248
Book Description
Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. Key features are therefore: Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US Aimed at professional trustees An holistic approach to strategy Avoidance of jargon and mathematics Focus on principles underlying asset strategy
Author: Christopher P. Cline
Author: Christopher P. Cline
Author: Jeffery V. Bailey
Author: Christopher K. Merker
Author: Herbert Ellissen
Author: Herbert Ellissen
Author: Frank Cowen McKinney
Author: Jeffery V. Bailey
Author: Christopher P. Cline
Author: Chris Russell
Author: Frank C. Mortimer