Download This PaperA Primer for Investment Trustees
120 Pages Posted: 8 Mar 2015
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
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