• Fiduciary Primer: Best practices for managing an investment pool

    The Fiduciary Primer was created for Investment Committee members, whether new to the role or experienced, governing all types of asset pools including defined benefit plans, defined contribution plans, endowments, foundations, healthcare systems, public funds or Taft-Hartley plans. Each brief chapter covers the “need-to-know” particulars and best practices on one aspect of managing an investment pool. References at the end of chapters provide interested readers with direction on how to delve further into the subject matter. Finally, the appendix contains definitions of the most commonly u... [Read More]

    • ASIN: B0117YOLIE
    • ASIN: B0117YOLIE
    • Manufacturer: Pavilion Advisory Group Inc.

  • Best Practices for Investment Committees - eBook

    An indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investmentWhile it has always been true that a well-staffed and managed investment committee is key to the success of a corporate

    • UPC: 162171780

  • Not-For-Profit Audit Committee Best Practices

    Not-For-Profit Audit Committee Best

    • UPC: 25456600

  • Not-for-Profit Finance Committee Best Practices

    Fundraising 101: Rueben Mayes at TEDxWSU 2014

    Fraud Investigations & the SEC: What to Do and What to Know