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Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations / by Kees Koedijk, Alfred Slager, and Jaap van Dam

By: Koedijk, Kees.
Contributor(s): Slager, Alfred | van Dam, Jaap.
Publisher: West Sussex, U.K. : Wiley, 2019Description: 374 p. ; electronic resource.ISBN: 9781119437659.Subject(s): Superannuation | Investments | Pensions | Trusts | Financial advisory servicesOnline resources: Download as an eBook
Contents:
PENSION FUNDS: UNDERSTANDING THE ROLE, SHAPING THE MISSION: The role of pension funds, and the role of board -- Developing purpose, mission, vision, and goals. DESIGNING THE PROCESS: Grasping the investment essentials -- Investment beliefs as guiding tools -- Designing the investment management -- Organizing the investment function. IMPLEMENTING THE INVESTMENTS: Implementing the investment strategy -- Building the investment portfolio -- Monitoring and evaluation. ORGANIZING THE BOARD: Becoming an effective board -- Establishing the investment committee -- Managing the investment management organization. LEARNING, ADAPTING AND IMPROVING: Learning to decide and to take advice -- Achieving investment excellence. SELF-REFLECTION QUESTIONS: The role of pension funds, and the role of boards -- Developing purpose, mission, vision, and goals -- Grasping the investment essentials -- Investment beliefs as guiding tools -- Designing the investment management process -- Organizing the investment function -- Implementing the investment strategy -- Building the investment portfolio -- Monitoring and evaluation -- Becoming an effective board -- Establishing the investment committee -- Managing the investment management organization -- Learning to decide and to take advice -- Achieving investment excellence. APPENDICES: OECD principles -- How to develop strategic goals.
Summary: Covers crucial methods, tactics and tools for successful pension fund management. Clarifies and demystifies concepts surrounding trustee duties and responsibilities, investment strategies, analysis and evaluation. Includes real-life examples.
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PENSION FUNDS: UNDERSTANDING THE ROLE, SHAPING THE MISSION: The role of pension funds, and the role of board -- Developing purpose, mission, vision, and goals. DESIGNING THE PROCESS: Grasping the investment essentials -- Investment beliefs as guiding tools -- Designing the investment management -- Organizing the investment function. IMPLEMENTING THE INVESTMENTS: Implementing the investment strategy -- Building the investment portfolio -- Monitoring and evaluation. ORGANIZING THE BOARD: Becoming an effective board -- Establishing the investment committee -- Managing the investment management organization. LEARNING, ADAPTING AND IMPROVING: Learning to decide and to take advice -- Achieving investment excellence. SELF-REFLECTION QUESTIONS: The role of pension funds, and the role of boards -- Developing purpose, mission, vision, and goals -- Grasping the investment essentials -- Investment beliefs as guiding tools -- Designing the investment management process -- Organizing the investment function -- Implementing the investment strategy -- Building the investment portfolio -- Monitoring and evaluation -- Becoming an effective board -- Establishing the investment committee -- Managing the investment management organization -- Learning to decide and to take advice -- Achieving investment excellence. APPENDICES: OECD principles -- How to develop strategic goals.

Covers crucial methods, tactics and tools for successful pension fund management. Clarifies and demystifies concepts surrounding trustee duties and responsibilities, investment strategies, analysis and evaluation. Includes real-life examples.

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