×
  • Due to overwhelming traffic, the CFA® Program June 2019 early registration deadline has been extended to Wednesday, 17 October 2018 at 11:59 PM ET. If you experience a system issue while attempting to register, we request that you delay additional attempts for at least 4 hours.

A Primer For Investment Trustees

View the full book (PDF)

Overview

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

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.