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Trustee Investment Strategy for Endowments and Foundations

ebook
Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals.

In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable.

This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. 

Key features are therefore:

  • Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US
  • Aimed at professional trustees
  • An holistic approach to strategy
  • Avoidance of jargon and mathematics
  • Focus on principles underlying asset strategy

  • Expand title description text
    Series: Wiley Finance Publisher: Wiley

    OverDrive Read

    • ISBN: 9780470032220
    • Release date: July 11, 2006

    PDF ebook

    • ISBN: 9780470032220
    • File size: 3156 KB
    • Release date: July 11, 2006

    Formats

    OverDrive Read
    PDF ebook

    subjects

    Business Nonfiction

    Languages

    English

    Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals.

    In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable.

    This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. 

    Key features are therefore:

  • Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US
  • Aimed at professional trustees
  • An holistic approach to strategy
  • Avoidance of jargon and mathematics
  • Focus on principles underlying asset strategy

  • Expand title description text