Bridge over ocean
1 January 2011 Research Foundation

A Primer for Investment Trustees

  1. Jeffery V. Bailey, CFA
  2. Jesse L. Phillips
  3. Thomas M. Richards, CFA
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.

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