Author: Isidor Bush
Publisher: BiblioLife
Keywords: endowments, orphans, widows
Number of Pages: 282
Published: 2009-06-04
List price: $30.99
ISBN-10: 1110558414
ISBN-13: 9781110558414

Author: Susan M. Mangiero
Publisher: Wiley
Keywords: foundations, endowments, pensions, management, risk
Number of Pages: 288
Published: 2004-11-01
List price: $69.95
ISBN-10: 0471234850
ISBN-13: 9780471234852

* 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.

Author: Russell L. Olson
Publisher: McGraw-Hill
Keywords: new, independent, fiduciary, guidelines, tools, pension, funds, endowments, investing
Number of Pages: 440
Published: 2003-03-17
List price: $70.00
ISBN-10: 0071413367
ISBN-13: 9780071413367

"For more than 20 years I have admired the diligence and resourcefulness of Rusty Olson in the wise management of fiduciary investments. Institutional executives in all nations may want to study his experienced advice."-John M. Templeton, founder, Templeton Investment Counsel "Rusty Olson has provided a reader-friendly tour through the complex jungle of investing, pointing out both the opportunities and pitfalls that lie before those responsible for Other People’s Money. At once constructive and skeptical, his reputation as the consummate investment professional shines through on ever

Authors:Mebane T. Faber, Eric W. Richardson,
Publisher: Wiley
Keywords: avoid, bear, markets, endowments, top, portfolio, invest, ivy
Number of Pages: 240
Published: 2009-03-30
List price: $49.95
ISBN-10: 0470284897
ISBN-13: 9780470284896

A do-it-yourself guide to investing like the renowned Harvard and Yale endowments. The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to foll

Author: Chris Russell
Publisher: Wiley
Keywords: wiley, finance, series, foundations, endowments, investment, strategy, trustee
Number of Pages: 248
Published: 2006-08-08
List price: $80.00
ISBN-10: 0470011963
ISBN-13: 9780470011966

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 a

Authors:John Baschab, Jon Piot,
Publisher: Wiley
Keywords: dollar, endowments, billion, strategy, inside, investment, outperform
Number of Pages: 316
Published: 2010-08-09
List price: $29.95
ISBN-10: 0470442131
ISBN-13: 9780470442135

"University endowment managers have generally outperformed the market benchmarks. However, their knowledge has not been well documented in any book. This book fills that gap and should be of significant help to all those who want to learn from extensive interviews with a number of endowment managers."—PREM JAIN, McDonough Professor of Accounting and Finance, Georgetown UniversityLearn how higher education’s largest endowments consistently achieve higher investment returns than the overall market.The Chief Investment Officers who oversee the top academic endowment funds manage over $400

Author:
Publisher: Society of Actuaries
Keywords: revenue, code, sections, 7702a, internal, endowments, insurance, amp, modified, life
Number of Pages: 336
Published: 2004-01
List price: unknow
ISBN-10: 097593371X
ISBN-13: 9780975933718

This innovative work provides a practical look at the issues surrounding federal income tax treatment of life insurance contracts, including in-depth information on the statutory definition of life insurance found in section 7702 and the modified endowment rules in 7702A. An essential resource for product designers and those dealing with compliance issues on a daily basis, the book also delivers background and historical information to help readers appreciate the context in which these sections were developed. Formulas and calculations are provided, along with extensive legal analysis and cita