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

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

Jeffery Bailey (Contact Author)

Target Corporation ( email )

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

Thomas Richards

Independent

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