We're using cookies, but you can turn them off in your browser settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy

Bridge over ocean
1 October 2017 Research Foundation

A Primer For Investment Trustees: Understanding Investment Committee Responsibilities

  1. Jeffery V. Bailey, CFA
  2. Thomas M. Richards, CFA

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.