Wednesday, April 13, 2011
Jeffery V. Bailey (CFA, Target Corporation), Jesse L. Phillips (CFA, University of California), and Thomas M. Richards (CFA, Nuveen HydePark Group) recently published their book entitled A Primer for Investment Trustees (Research Foundation Publications 2011). The publisher’s abstract is below:
This “primer,” written as if addressed to a new 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.