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Autor: Russell L. Olson
ISBN-13: 9780471724971
Einband: E-Book
Seiten: 176
Sprache: Englisch
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The Handbook for Investment Committee Members

Wiley Finance Editions
How to Make Prudent Investments for Your Organization
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Comprehensive coverage of what it takes to be a responsible memberof an investment committee
In 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
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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.

APPENDIX 1: Example of an Investment Committee's OperatingPolicies.

CHAPTER 2: Risk, Return, and Correlation.

Return.

Risk.

Correlation.

Risk-Adjusted Returns.

Derivatives--A Boon or a Different Four-Letter Word?

In Short.

CHAPTER 3: Setting Investment Policies.

Time Horizon, Risk, and Return.

Policy Asset Allocation.

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'sOrganization.

Investment Objectives.

Asset Allocation.

The Fiduciary Committee.

The Adviser.

Investment Managers.

CHAPTER 9: Structure of an Endowment Fund.

The Total Return, or Imputed Income, Approach.

"Owners" of the Endowment Fund.

In Short.

APPENDIX 9: The Total Return or Imputed Income Method.

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.

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Autor: Russell L. Olson
ISBN-13 :: 9780471724971
ISBN: 0471724971
Verlag: John Wiley & Sons
Seiten: 176
Sprache: Englisch
Auflage 1. Auflage
Sonstiges: Ebook