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

Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations cover image
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Codes, Standards and Position Papers
September 2010 | Vol. 2010 | No. 15 | 19 pages
Source: CFA Institute
Kurt Schacht, JD, CFA Jonathan J. Stokes, JD Glenn Doggett, CFA

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Summary

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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