A Primer for Investment Trustees

120 Pages Posted: 8 Mar 2015

See all articles by Jeffery Bailey

Jeffery Bailey

Target Corporation

Thomas Richards

Nuveen HydePark Group

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

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

Jeffery Bailey (Contact Author)

Target Corporation ( email )

33 South 6th Street #CC-3505
Minneapolis, MN 55402
United States

Thomas Richards

Nuveen HydePark Group ( email )

333 W. Wacker Dr.
chicago, IL 60606
United States

Jesse Phillips

affiliation not provided to SSRN

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