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Author Olson, Russell L
Title The Handbook for Investment Committee Members : How to Make Prudent Investments for Your Organization
Imprint Hoboken : John Wiley & Sons, Incorporated, 2005
©2005
book jacket
Edition 1st ed
Descript 1 online resource (178 pages)
text txt rdacontent
computer c rdamedia
online resource cr rdacarrier
Series Wiley Finance Ser. ; v.301
Wiley Finance Ser
Note Intro -- The Handbook for Investment Committee Members -- Contents -- Acknowledgments -- Introduction -- ORGANIZATION OF THIS BOOK -- Chapter 1: The Investment Committee -- STANDARDS TO MEET -- COMMITTEE ORGANIZATION AND FUNCTIONS -- INTERACTION OF COMMITTEE AND ADVISER -- SOCIAL INVESTING -- IN SHORT -- Chapter 2: Risk, Return, and Correlation -- RETURN -- RISK -- EXAMPLES OF SPECIFIC RISKS -- EXAMPLES OF SPECIFIC RISKS -- CORRELATION -- RISK-ADJUSTED RETURNS -- DERIVATIVES - A BOON OR A DIFFERENT FOUR-LETTER WORD? -- EXAMPLES OF DERIVATIVES -- IN SHORT -- Chapter 3: Setting Investment Policies -- TIME HORIZON, RISK, AND RETURN -- POLICY ASSET ALLOCATION -- BENCHMARKS FOR MARKETABLE SECURITIES -- BENCHMARKS FOR MARKETABLE SECURITIES -- PREPARING A STATEMENT OF INVESTMENT POLICIES -- IN SHORT -- Chapter 4: Asset Allocation -- CHARACTERISTICS OF AN ASSET CLASS -- ASSET CLASSES -- PUTTING IT ALL TOGETHER -- IN SHORT -- Chapter 5: Alternative Asset Classes -- LIQUID ALTERNATIVE ASSETS -- ILLIQUID INVESTMENTS -- PRIVATE ASSET CLASSES -- IN SHORT -- Chapter 6: Selecting and Monitoring Investment Managers -- THREE BASIC APPROACHES -- CRITERIA FOR HIRING AND RETAINING MANAGERS -- HIRING MANAGERS -- RETAINING MANAGERS -- IN SHORT -- Chapter 7: The Custodian -- CUSTODIAL REPORTING -- MANAGEMENT INFORMATION -- IN SHORT -- Chapter 8: Evaluating an Investment Fund's Organization -- INVESTMENT OBJECTIVES -- ASSET ALLOCATION -- THE FIDUCIARY COMMITTEE -- THE ADVISER -- Chapter 9: Structure of an Endowment Fund -- THE TOTAL RETURN, OR IMPUTED INCOME, APPROACH -- "OWNERS" OF THE ENDOWMENT FUND -- IN SHORT -- Chapter 10: What's Different about Pension Funds? -- PENSION PLAN LIABILITIES -- INVESTMENT IMPLICATIONS -- IN SHORT -- Chapter 11: Once Again -- Glossary -- Bibliography -- Index -- About the Author
Comprehensive coverage of what it takes to be a responsible memberof an investment committeeIn a clear, organized, and easy-to-understand manner, this handbookexplains the responsibilities and expectations of investmentcommittee fiduciaries for pension funds, endowment funds, andfoundations. Emphasizing all the do's and don'ts to follow forprudent investment management, this invaluable resource coverstopics ranging from investment policy, asset allocation, and riskassessment to understanding information presented at committeemeetings, asking meaningful and productive questions, and voting onrecommendations knowledgeably. This book will empower readers withall the knowledge they need to feel confident in the investmentdecisions they make for their organizations
Description based on publisher supplied metadata and other sources
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2020. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries
Link Print version: Olson, Russell L. The Handbook for Investment Committee Members : How to Make Prudent Investments for Your Organization Hoboken : John Wiley & Sons, Incorporated,c2005 9780471719786
Subject Institutional investments -- Handbooks, manuals, etc.;Investments -- Handbooks, manuals, etc.;Pension trusts -- Investments.;Endowments -- Finance
Electronic books
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