A Primer for Investment Trustees (a Summary)
7 Pages Posted: 29 Mar 2015
Date Written: March 27, 2015
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: Suggested Citation