Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations 

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Codes, Standards and Position Papers
September 2010, Vol. 2010, No. 15, 18 pages
Source: CFA Institute
Kurt Schacht, JD, CFA Jonathan J. Stokes, JD Glenn Doggett, CFA

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Abstract

The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations represents best practice for the oversight of an entity’s financial assets. Governing Body members should uphold the general principles of the Code in the management of the assets and the organization.

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Topics
Portfolio Management
    :
  • Endowment Funds and Foundations
|
Standards, Ethics, and Regulations (SER)
    :
  • Ethical Practices and Guidelines
  • ·
  • Professional Standards of Practice
Price
US$0.00 Member | US$0.00 Candidate | US$0.00 Nonmember
Credits · About the CE Program
0.5 CE (including 0.5 SER) Manage CE Credits

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