The Management of Investment Decisions

This book shows how serious investors--regardless of portfolio size--can now follow and implement the same straight forward investment process utilized by sophisticated, top performing investment committees and wealthy families, including how to: develop thoughtful investment policy statements; select appropriate money managers or mutual funds and monitor performance; curtail portfolio expenses.

The Procedurally Prudent Process	p. 1
Role and Responsibility of Fiduciaries, Trustees, and Investment Committee Members	p. 19
Step 1 - Analyzing the Current Position	p. 39
Step 2 - Designing the Optimal Portfolio	p. 71
Step 3 - Developing an Investment Policy Statement	p. 103
Step 4 - Implementation: Manager Search and Selection	p. 131
Step 4 cont. - Implementation: Structure and Alternative Investments	p. 173
Step 5 - Monitoring the Portfolio	p. 201
Controlling Investment Expenses	p. 223
Investment Management Consultant	p. 243
Legal Investment Principles and Common Fiduciary Breaches	p. 263
Managing a Socially Responsible Investment Agenda	p. 285
High Net Worth Families	p. 295
Endowments and Foundations	p. 311
Defined Benefit and Defined Contribution Plans	p. 321
Public Funds	p. 351
Taft-Hartley Plans	p. 361
Current and Future Trends	p. 367
Glossary of Investment Terms	p. 373
Index	p. 393
Table of Contents provided by Blackwell. All Rights Reserved.

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The Management of Investment Decisions

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Table of Contents

Supplemental Materials