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Risk Management for Pensions, Endowments, and Foundations

Risk Management for Pensions, Endowments, and Foundations
Author: Susan M. Mangiero
Publisher: John Wiley & Sons
Total Pages: 291
Release: 2016-05-09
Genre: Business & Economics
ISBN: 0471675075

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* Discusses the important links among the accounting, corporate governance, and economic aspects of hedging. * Provides non-technical guidance about the risk management process for endowments, foundations, and pension funds. * Presents a simple step-by-step approach to risk management.


How to Manage Risk and Maximize Returns

How to Manage Risk and Maximize Returns
Author:
Publisher:
Total Pages: 102
Release: 1996
Genre: Charitable uses, trusts, and foundations
ISBN: 9781885123107

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Achieving Investment Excellence

Achieving Investment Excellence
Author: Kees Koedijk
Publisher: John Wiley & Sons
Total Pages: 328
Release: 2019-01-31
Genre: Business & Economics
ISBN: 1119437695

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Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases — it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success — and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off. Understand the role of pension funds and the fiduciary duty of trustees Learn the tools and kills you need to build profound and lasting investment excellence Analyse, diagnose and improve investment quality of funds using concrete tools and instruments Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully.


Investing in Pension Funds and Endowments

Investing in Pension Funds and Endowments
Author: Russell L. Olson
Publisher: McGraw Hill Professional
Total Pages: 431
Release: 2003-02-22
Genre: Business & Economics
ISBN: 0071425624

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On the heels of Enron and other high-profile debacles, the performance of pension fund managers is one of today's hot-button topics. Investing in Pension Funds and Endowments provides tools and guidance for managers to operate prudently while achieving the high rates of return required for successful longterm asset growth. This accessible how-to reference covers all aspects of tax-free investing for pension funds, endowments, trusts, and foundations.


Pension Fund Risk Management

Pension Fund Risk Management
Author: Marco Micocci
Publisher: CRC Press
Total Pages: 766
Release: 2010-01-25
Genre: Business & Economics
ISBN: 1439817545

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As pension fund systems decrease and dependency ratios increase, risk management is becoming more complex in public and private pension plans. Pension Fund Risk Management: Financial and Actuarial Modeling sheds new light on the current state of pension fund risk management and provides new technical tools for addressing pension risk from an integr


Managing Hedge Fund Risk

Managing Hedge Fund Risk
Author: Virginia Reynolds Parker
Publisher:
Total Pages: 463
Release: 2000
Genre: Business & Economics
ISBN: 9781899332786

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An expansive volume which addresses key hedge fund risk management issues with rigour. The book provides quality information for risk managers within different types of investment structures, such as investment banks, funds of funds, family offices, asset management firms, pension funds, endowments and foundations, and consultancies.


How to Select Investment Managers and Evaluate Performance

How to Select Investment Managers and Evaluate Performance
Author: G. Timothy Haight
Publisher: John Wiley & Sons
Total Pages: 272
Release: 2008-01-02
Genre: Business & Economics
ISBN: 9780470225790

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An informative guide to selecting and evaluating external investment professionals This book-one of the very few of its kind-is an invaluable aid to trustees of pension plans, endowments, and trusts who seek to chart and navigate courses for governing and overseeing the investment of the trillions of dollars under their care. It covers many aspects of this essential endeavor, including return measures, fixed income and duration, manager searches, committee meetings, and much more. G. Timothy Haight (Atherton, CA) is President of Menlo College in Silicon Valley. Stephen O. Morrell, PhD (Coral Springs, FL) is Professor at Andreas School of Business of Barry University. Glenn Ross (Baltimore, MD) is a Managing Director and cofounder of Archstone Portfolio Solutions.


Trustee Investment Strategy for Endowments and Foundations

Trustee Investment Strategy for Endowments and Foundations
Author: Chris Russell
Publisher: John Wiley & Sons
Total Pages: 248
Release: 2006-07-11
Genre: Business & Economics
ISBN: 0470032227

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Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. Key features are therefore: Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US Aimed at professional trustees An holistic approach to strategy Avoidance of jargon and mathematics Focus on principles underlying asset strategy


Risk-Based Supervision of Pension Funds

Risk-Based Supervision of Pension Funds
Author: Greg Brunner
Publisher: World Bank Publications
Total Pages: 236
Release: 2008-04-01
Genre: Business & Economics
ISBN: 9780821374948

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'Risk-Based Supervision of Pension Funds' provides a review of the design and experience of risk-based pension fund supervision in countries that have been leaders in the development of these methods. The utilization of risk-based methods originates primarily in the supervision of banks. In recent years it has increasingly been extended to other types of financial intermediaries, including pension funds and insurers. The trend toward risk-based supervision of pensions reflects an increasing focus on risk management in both banking and insurance based on three key elements: capital requirements, supervisory review, and market discipline. Although similar in concept to the techniques developed in banking, its application to pension funds has required modifications, particularly for defined contribution funds that transfer investment risk to fund members. The countries examined–Australia, Denmark, Mexico, and the Netherlands–provide a range of experience that illustrates both the diversity of pension systems and the approaches to risk-based supervision, and also presents a commonality of focus on sound risk management and effective supervisory outcomes.


Foundation and Endowment Investing

Foundation and Endowment Investing
Author: Lawrence E. Kochard
Publisher: John Wiley & Sons
Total Pages: 325
Release: 2010-12-28
Genre: Business & Economics
ISBN: 1118045009

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In Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.