Education to Investment Committees

• Specialized education to fulfill fiduciary responsibilities
• Workshops tailored to each fund's specific issues


Some topics:
• Responsibilities of Trustees Investment Committees
   for managing investments
• Stocks, bonds and other investments
• What is risk?
• Investment beliefs
• Asset classes
• Long-term asset mix
• Active vs passive management
• How to select investment managers
• How to evaluate investment manager performance
• The Statement of Investment Policy
• why it is important and what it should say

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