hubspot_cover_principles_276x270.pngAre you a fiduciary who oversees a long-term investment fund?

If so, then your role differs fundamentally from those of other investment fiduciaries. With that in mind, we have published this paper to review the key issues and essential principles that you should consider in your decision making process. In it, we discuss:

  • Defining investment policy objectives
  • Determining payout policies
  • Deciding on asset allocation
  • Selecting managers
  • Risk management
  • Managing costs

Download your copy today to review the principles of investment management for funds such as an educational, religious or charitable endowment, foundation, hospital asset pool or pension fund.