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{ "item_title" : "The Investment Committee Guide to Prudence", "item_author" : [" Cfa Jonathan Woolverton "], "item_description" : "JJ's investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as a plan sponsor, a consultant, and a money manager. In the majority of these meetings, he has found that committee members lack three things: in-depth investment expertise to effectively carry out their fiduciary responsibilities, the necessary time allocation to administer and manage the investment program in the best interests of the beneficiaries, and the ability to develop an efficient monitoring system to hold all service providers accountable for the products and services they provide.This book outlines the steps to be taken in establishing investment policy; formulating asset mix strategy; creating an appropriate investment management structure; undertaking investment manager searches; and highlighting the conflicts of interest, biases, and self-interests of the various service providers.This book is designed to assist members of investment committees in their role asfiduciaries/trustees/administrators.", "item_img_path" : "https://covers4.booksamillion.com/covers/bam/0/22/886/159/0228861594_b.jpg", "price_data" : { "retail_price" : "28.95", "online_price" : "28.95", "our_price" : "28.95", "club_price" : "28.95", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
The Investment Committee Guide to Prudence|Cfa Jonathan Woolverton

The Investment Committee Guide to Prudence : Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pe

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Overview

JJ's investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as a plan sponsor, a consultant, and a money manager. In the majority of these meetings, he has found that committee members lack three things: in-depth investment expertise to effectively carry out their fiduciary responsibilities, the necessary time allocation to administer and manage the investment program in the best interests of the beneficiaries, and the ability to develop an efficient monitoring system to hold all service providers accountable for the products and services they provide.


This book outlines the steps to be taken in establishing investment policy; formulating asset mix strategy; creating an appropriate investment management structure; undertaking investment manager searches; and highlighting the conflicts of interest, biases, and self-interests of the various service providers.


This book is designed to assist members of investment committees in their role as

fiduciaries/trustees/administrators.

This item is Non-Returnable

Details

  • ISBN-13: 9780228861591
  • ISBN-10: 0228861594
  • Publisher: Tellwell Talent
  • Publish Date: December 2021
  • Dimensions: 9 x 6 x 0.58 inches
  • Shipping Weight: 0.81 pounds
  • Page Count: 274

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