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
