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Nonprofit asset management [[electronic resource] ] : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter
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
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Nonprofit asset management [[electronic resource] ] : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter
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
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Nonprofit asset management : effective investment strategies and oversight / / Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter
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
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui