Trustee Investment Strategy
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Endowment funds are assets given to provide a return which supports an objective. Trusts and charities, educational, cultural, social, scientific or religious foundations rely heavily on the investment return from such funds for their existence.
Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals.
In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable.
This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy.
Key features are therefore:
_ Aimed at professional trustees
_ An holistic approach to strategy
_ Avoidance of jargon and mathematics
_ Focus on principles underlying asset strategy
In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable.
This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy.
Key features are therefore:
_ Aimed at professional trustees
_ An holistic approach to strategy
_ Avoidance of jargon and mathematics
_ Focus on principles underlying asset strategy