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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

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.

A Primer For Investment Trustees View the full book (PDF)

 Taking an individual step by step through the process of responsible trusteeship, it offers a solid introduction to basic investment principles.