Nonprofit asset management [[electronic resource] ] : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter |
Autore | Rice Matthew <1974-> |
Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2012 |
Descrizione fisica | 1 online resource (240 p.) |
Disciplina | 658.15/2 |
Altri autori (Persone) |
DiMeoRobert A
PorterMatthew <1971-> |
Collana | Wiley nonprofit authority |
Soggetto topico |
Nonprofit organizations - Finance
Nonprofit organizations - Management |
Soggetto genere / forma | Electronic books. |
ISBN |
1-280-59003-3
9786613619860 1-118-19917-0 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Nonprofit Asset Management: Effective Investment Strategies and Oversight; Contents; Preface; Acknowledgments; CHAPTER 1 The Three Levers and the Investment Policy; The Three Levers; Investment Policy Statement; Statement of Purpose; Statement of Objectives; Liquidity Constraints; Unique Constraints or Priorities; Investment Strategy; Duties and Responsibilities; Investment Manager Evaluation; Conclusion; CHAPTER 2 Asset Allocation; Modern Portfolio Theory; Capital Market Assumptions: The Building Blocks of Portfolio Construction; Shortcomings of Modern Portfolio Theory
Probabilistic Optimization Models-The Frontier Engineer TMIn the Long Run . . .; Strategic, Tactical, and Integrated Asset Allocation Steering Mechanisms; The Low Volatility Tailwind; Tail Risk Hedging; Counterparty Risk; Portfolio Rebalancing; Conclusion; Notes; CHAPTER 3 Traditional Global Financial Asset Classes; Global Fixed-Income Asset Classes; Global Equity Asset Classes; Conclusion; Notes; CHAPTER 4 Traditional Asset Class Manager Selection; Manager Search and Selection; Investment Vehicles; Active versus Passive Management; When to Terminate a Manager; Conclusion; CHAPTER 5 Hedge Funds The Evolution of Hedge Funds Modern Hedge Fund Strategies; Why Invest in Hedge Funds?; Alpha-Beta Framework, Hedge Funds, and Fees; Hedge Fund Indices and Benchmarks; Hedge Fund Terms and Structures; Fund of Hedge Funds versus Direct Investment; Hedge Fund Investment Due Diligence; Hedge Fund Operational Due Diligence; Hedge Funds in the Post-2008 World; Conclusion; Notes; CHAPTER 6 Private Equity; Private Equity Investment Strategies; Why Invest in Private Equity?; Structure and Terms; Private Equity Risks; Direct Private Equity versus Private Equity Fund of Funds Selecting Private Equity Managers Benchmarks; Conclusion; Notes; CHAPTER 7 Real Assets; Commodities; Equity Real Estate Investment Trusts and Private Real Estate; Farmland; Energy Infrastructure Master Limited Partnerships; Broad Infrastructure Investing; Timberland; Gold; Other Investible Real Asset Categories; Conclusion; Note; CHAPTER 8 Performance Measurement and Evaluation; Why Monitor Performance?; Performance Calculations; Benchmarks; Market Index Basics; Investment Style; Major Market Indices; Determining the Right Index; Peer Group Universes Modern Portfolio Theory Performance Metrics Style Analysis; Portfolio Analysis; Performance Reporting; Conclusion; CHAPTER 9 Structuring an Effective Investment Committee; Procedures; Committee Structure; Committee Makeup; When an Investment Committee Needs Outside Help; Effective Use of the Consultant; Conclusion; CHAPTER 10 Outsourced Chief Investment Officer Services; Overview; Why Outsource?; Outsourced Services; What Is Done in Conjunction with the Committee?; Potential Benefits; Finding a Firm; Characteristics; The RFP; Interviewing Finalists; Fees; The Contract; Reporting; Conclusion CHAPTER 11 Environmental, Social, and Corporate Governance-Focused Investing |
Record Nr. | UNINA-9910461093803321 |
Rice Matthew <1974->
![]() |
||
Hoboken, NJ, : Wiley, c2012 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Nonprofit asset management [[electronic resource] ] : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter |
Autore | Rice Matthew <1974-> |
Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2012 |
Descrizione fisica | 1 online resource (240 p.) |
Disciplina | 658.15/2 |
Altri autori (Persone) |
DiMeoRobert A
PorterMatthew <1971-> |
Collana | Wiley nonprofit authority |
Soggetto topico |
Nonprofit organizations - Finance
Nonprofit organizations - Management |
ISBN |
1-280-59003-3
9786613619860 1-118-19917-0 |
Classificazione | BUS074000 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Nonprofit Asset Management: Effective Investment Strategies and Oversight; Contents; Preface; Acknowledgments; CHAPTER 1 The Three Levers and the Investment Policy; The Three Levers; Investment Policy Statement; Statement of Purpose; Statement of Objectives; Liquidity Constraints; Unique Constraints or Priorities; Investment Strategy; Duties and Responsibilities; Investment Manager Evaluation; Conclusion; CHAPTER 2 Asset Allocation; Modern Portfolio Theory; Capital Market Assumptions: The Building Blocks of Portfolio Construction; Shortcomings of Modern Portfolio Theory
Probabilistic Optimization Models-The Frontier Engineer TMIn the Long Run . . .; Strategic, Tactical, and Integrated Asset Allocation Steering Mechanisms; The Low Volatility Tailwind; Tail Risk Hedging; Counterparty Risk; Portfolio Rebalancing; Conclusion; Notes; CHAPTER 3 Traditional Global Financial Asset Classes; Global Fixed-Income Asset Classes; Global Equity Asset Classes; Conclusion; Notes; CHAPTER 4 Traditional Asset Class Manager Selection; Manager Search and Selection; Investment Vehicles; Active versus Passive Management; When to Terminate a Manager; Conclusion; CHAPTER 5 Hedge Funds The Evolution of Hedge Funds Modern Hedge Fund Strategies; Why Invest in Hedge Funds?; Alpha-Beta Framework, Hedge Funds, and Fees; Hedge Fund Indices and Benchmarks; Hedge Fund Terms and Structures; Fund of Hedge Funds versus Direct Investment; Hedge Fund Investment Due Diligence; Hedge Fund Operational Due Diligence; Hedge Funds in the Post-2008 World; Conclusion; Notes; CHAPTER 6 Private Equity; Private Equity Investment Strategies; Why Invest in Private Equity?; Structure and Terms; Private Equity Risks; Direct Private Equity versus Private Equity Fund of Funds Selecting Private Equity Managers Benchmarks; Conclusion; Notes; CHAPTER 7 Real Assets; Commodities; Equity Real Estate Investment Trusts and Private Real Estate; Farmland; Energy Infrastructure Master Limited Partnerships; Broad Infrastructure Investing; Timberland; Gold; Other Investible Real Asset Categories; Conclusion; Note; CHAPTER 8 Performance Measurement and Evaluation; Why Monitor Performance?; Performance Calculations; Benchmarks; Market Index Basics; Investment Style; Major Market Indices; Determining the Right Index; Peer Group Universes Modern Portfolio Theory Performance Metrics Style Analysis; Portfolio Analysis; Performance Reporting; Conclusion; CHAPTER 9 Structuring an Effective Investment Committee; Procedures; Committee Structure; Committee Makeup; When an Investment Committee Needs Outside Help; Effective Use of the Consultant; Conclusion; CHAPTER 10 Outsourced Chief Investment Officer Services; Overview; Why Outsource?; Outsourced Services; What Is Done in Conjunction with the Committee?; Potential Benefits; Finding a Firm; Characteristics; The RFP; Interviewing Finalists; Fees; The Contract; Reporting; Conclusion CHAPTER 11 Environmental, Social, and Corporate Governance-Focused Investing |
Record Nr. | UNINA-9910789970103321 |
Rice Matthew <1974->
![]() |
||
Hoboken, NJ, : Wiley, c2012 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Nonprofit asset management : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter |
Autore | Rice Matthew <1974-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2012 |
Descrizione fisica | 1 online resource (240 p.) |
Disciplina | 658.15/2 |
Altri autori (Persone) |
DiMeoRobert A
PorterMatthew <1971-> |
Collana | Wiley nonprofit authority |
Soggetto topico |
Nonprofit organizations - Finance
Nonprofit organizations - Management |
ISBN |
1-280-59003-3
9786613619860 1-118-19917-0 |
Classificazione | BUS074000 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Nonprofit Asset Management: Effective Investment Strategies and Oversight; Contents; Preface; Acknowledgments; CHAPTER 1 The Three Levers and the Investment Policy; The Three Levers; Investment Policy Statement; Statement of Purpose; Statement of Objectives; Liquidity Constraints; Unique Constraints or Priorities; Investment Strategy; Duties and Responsibilities; Investment Manager Evaluation; Conclusion; CHAPTER 2 Asset Allocation; Modern Portfolio Theory; Capital Market Assumptions: The Building Blocks of Portfolio Construction; Shortcomings of Modern Portfolio Theory
Probabilistic Optimization Models-The Frontier Engineer TMIn the Long Run . . .; Strategic, Tactical, and Integrated Asset Allocation Steering Mechanisms; The Low Volatility Tailwind; Tail Risk Hedging; Counterparty Risk; Portfolio Rebalancing; Conclusion; Notes; CHAPTER 3 Traditional Global Financial Asset Classes; Global Fixed-Income Asset Classes; Global Equity Asset Classes; Conclusion; Notes; CHAPTER 4 Traditional Asset Class Manager Selection; Manager Search and Selection; Investment Vehicles; Active versus Passive Management; When to Terminate a Manager; Conclusion; CHAPTER 5 Hedge Funds The Evolution of Hedge Funds Modern Hedge Fund Strategies; Why Invest in Hedge Funds?; Alpha-Beta Framework, Hedge Funds, and Fees; Hedge Fund Indices and Benchmarks; Hedge Fund Terms and Structures; Fund of Hedge Funds versus Direct Investment; Hedge Fund Investment Due Diligence; Hedge Fund Operational Due Diligence; Hedge Funds in the Post-2008 World; Conclusion; Notes; CHAPTER 6 Private Equity; Private Equity Investment Strategies; Why Invest in Private Equity?; Structure and Terms; Private Equity Risks; Direct Private Equity versus Private Equity Fund of Funds Selecting Private Equity Managers Benchmarks; Conclusion; Notes; CHAPTER 7 Real Assets; Commodities; Equity Real Estate Investment Trusts and Private Real Estate; Farmland; Energy Infrastructure Master Limited Partnerships; Broad Infrastructure Investing; Timberland; Gold; Other Investible Real Asset Categories; Conclusion; Note; CHAPTER 8 Performance Measurement and Evaluation; Why Monitor Performance?; Performance Calculations; Benchmarks; Market Index Basics; Investment Style; Major Market Indices; Determining the Right Index; Peer Group Universes Modern Portfolio Theory Performance Metrics Style Analysis; Portfolio Analysis; Performance Reporting; Conclusion; CHAPTER 9 Structuring an Effective Investment Committee; Procedures; Committee Structure; Committee Makeup; When an Investment Committee Needs Outside Help; Effective Use of the Consultant; Conclusion; CHAPTER 10 Outsourced Chief Investment Officer Services; Overview; Why Outsource?; Outsourced Services; What Is Done in Conjunction with the Committee?; Potential Benefits; Finding a Firm; Characteristics; The RFP; Interviewing Finalists; Fees; The Contract; Reporting; Conclusion CHAPTER 11 Environmental, Social, and Corporate Governance-Focused Investing |
Record Nr. | UNINA-9910822007403321 |
Rice Matthew <1974->
![]() |
||
Hoboken, NJ, : Wiley, c2012 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|