Trustee Investment Strategy for Endowments and Foundations

Trustee Investment Strategy for Endowments and Foundations

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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 a 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 strategyTrustee investmenta€“ an investment authorized by the UK Trustee Investment Act as an investment for trust funds ... An example, a stockbroker might offer investment advice but the trade execution might be carried out by a different company.

Title:Trustee Investment Strategy for Endowments and Foundations
Author: Chris Russell
Publisher:John Wiley & Sons - 2006-07-11

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