How to Select Investment Managers & Evaluate Performance
A Guide for Pension Funds, Endowments, Foundations, and Trusts
Frank J. Fabozzi Series
1. Auflage November 2007
272 Seiten, Hardcover
Wiley & Sons Ltd
An informative guide to selecting and evaluating external investment professionals
This book-one of the very few of its kind-is an invaluable aid to trustees of pension plans, endowments, and trusts who seek to chart and navigate courses for governing and overseeing the investment of the trillions of dollars under their care. It covers many aspects of this essential endeavor, including return measures, fixed income and duration, manager searches, committee meetings, and much more.
G. Timothy Haight (Atherton, CA) is President of Menlo College in Silicon Valley. Stephen O. Morrell, PhD (Coral Springs, FL) is Professor at Andreas School of Business of Barry University. Glenn Ross (Baltimore, MD) is a Managing Director and cofounder of Archstone Portfolio Solutions.
About the Authors.
Chapter 1. Investment Sponsors.
Chapter 2. Investment Policy Statement.
Chapter 3. Investment Overview.
Chapter 4. Alternative Investment Vehicles.
Chapter 5. Return Measures and Reporting Techniques.
Chapter 6. Return-Risk Measurement.
Chapter 7. Portfolio Performance Evaluation.
Chapter 8. Equity Performance Evaluation.
Chapter 9. Fixed Income Performance Evaluation.
Chapter 10. Investment Companies as Investment Vehicles.
Chapter 11. Investment Manager Search Process.
Chapter 12. Conducting Investment Committee Meetings.
Index.
