A Primer for Investment Trustees

A Primer for Investment Trustees
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Research Foundation Publications
January 2011 | Vol. 2011 | No. 1 | 107 pages
Source: CFA Institute
Jeffery V. Bailey, CFA Jesse L. Phillips, CFA Thomas M. Richards, CFA



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. An online course module of this material is also available.

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