A Primer for Investment Trustees: Understanding Investment Committee Responsibilities
161 Pages Posted: 18 Dec 2017
Date Written: October 1, 2017
Abstract
This "primer," written as if addressed to a new investment 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.
Suggested Citation: Suggested Citation
Bailey, Jeffery and Richards, Thomas, A Primer for Investment Trustees: Understanding Investment Committee
Responsibilities (October 1, 2017). CFA Institute Research Foundation Volume 2017, Issue 3, pp. 1–143 October 2017; ISBN: 978-1-944960-29-2. Available at SSRN: https://ssrn.com/abstract=3088821 or http://dx.doi.org/10.2139/ssrn.3088821
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