We’re using cookies, but you can turn them off in Privacy Settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy.


A Primer for Investment Trustees

View the full book (PDF)


This “primer,” written as if addressed to a new trustee for a university, is a comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step-by-step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.

About the Author(s)

Jeffrey Bailey
Jeffery V. Bailey CFA
Jesse L. Phillips
Thomas M. Richards CFA