A Primer for Investment Trustees (a Summary)

7 Pages Posted: 29 Mar 2015

See all articles by Jeff V. Bailey

Jeff V. Bailey

CFA Institute Research Foundation

Jesse Phillips

affiliation not provided to SSRN

Thomas Richards

Independent

Date Written: March 27, 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: fiduciaries, governance, investment objectives, risk tolerance

JEL Classification: F00

Suggested Citation

Bailey, Jeff V. and Phillips, Jesse and Richards, Thomas, A Primer for Investment Trustees (a Summary) (March 27, 2015). Available at SSRN: https://ssrn.com/abstract=2586041 or http://dx.doi.org/10.2139/ssrn.2586041

Jeff V. Bailey (Contact Author)

CFA Institute Research Foundation ( email )

United States

Jesse Phillips

affiliation not provided to SSRN

Thomas Richards

Independent

No Address Available

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