A Primer for Investment Trustees

Bailey, Jeffery; Richards, Thomas; Phillips, Jesse

A Primer for Investment Trustees

CFA Institute Research Foundation M2011-1

120 Pages Posted: 8 Mar 2015

See all articles by Jeffery Bailey

Jesse Phillips

affiliation not provided to SSRN

Date Written: March 6, 2015

Abstract

This “primer,” written as if addressed to a new 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.

Keywords: trustee, risk, indexing, active investing, governance

JEL Classification: G30

Suggested Citation: Suggested Citation

Bailey, Jeffery and Richards, Thomas and Phillips, Jesse, A Primer for Investment Trustees (March 6, 2015). CFA Institute Research Foundation M2011-1. Available at SSRN: https://ssrn.com/abstract=2574713