Investment Policy Guidebook for Trustees

By Judith Sankey and Eugene B. Burroughs

Investment decisions about trust fund assets are an awesome responsibility, and they play a pivotal role in a fund?s ability to meet the needs of its participants. Investment Policy Guidebook for Trustees is for trustees?-the carpenter, the contractor, the printer, the association executive, the nurse?-and all professionals who serve as fiduciaries of employee benefit plans. For over 25 years, it has been the one source trustees and professional advisors have relied on. This edition includes characteristics of the asset classes such as stocks, bonds, mutual funds, international investing, derivatives and real estate. It covers allocation among the investment classes; risk and return; investment performance measurement; and monitoring, reevaluating and modifying an investment policy statement. It reiterates the principles of successful investing while providing additional information and insight on updated information on: ? Hedge funds ? Structured equity (enhanced indexing) ? Brokerage services ? Custody of fund transactions ? Corporate governance and proxy voting. Helpful sample investment policy statements, checklists, charts and tables add value to this book.

• Format: Paperback
• Language: English
• ISBN: 089154545X
• ISBN13: 9780891545453
• Release Date: January 2000
• Publisher: Intl Foundation of Employee Be
• Length: 280 Pages
• Weight: 1.25 lbs.
• Dimensions: 10.0" x 7.3" x 0.8"