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A Primer For Investment Trustees

View the full book (PDF)


This "primer," written as if addressed to a new investment 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
Thomas M. Richards CFA

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