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Notices
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1 October 2017 Research Foundation

A Primer For Investment Trustees: Understanding Investment Committee Responsibilities

Jeffery V. Bailey, CFA and Thomas M. Richards, CFA

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.