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Trustee investment strategy for endowments and foundations [[electronic resource] /] / Chris Russell
| Trustee investment strategy for endowments and foundations [[electronic resource] /] / Chris Russell |
| Autore | Russell Chris |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 |
| Descrizione fisica | 1 online resource (250 p.) |
| Disciplina | 332.67254 |
| Collana | Wiley finance series |
| Soggetto topico |
Endowments - United States - Finance
Investments Portfolio management |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-67339-5
1-280-51906-1 9786610519064 0-470-03222-7 |
| Classificazione | 85.30 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Trustee Investment Strategyfor Endowments and Foundations; Contents; Foreword; Preface; Acknowledgments; 1 Introduction; 1.1 Endowment fund characteristics; 1.2 Constraints on endowments; 1.3 History rhymes; 1.4 The US endowment experience; 1.5 Structure of the book; 2 Language of Return; 2.1 Economic return; 2.2 Investment return; 2.3 'Other income' not return; 2.4 Income, capital and 'total return'; 2.5 Real and nominal return; 2.6 Absolute and relative return; 2.7 Arithmetic and geometric return; 2.8 Time-weighted return and money-weighted return; 3 Elements of Return; 3.1 Deriving return
3.2 Risk-free return3.3 Premium for risk; 3.4 Equity risk premium; 3.5 The eighth wonder of the world; 3.6 Valuation change; 3.7 Drivers of return; 3.8 Scenario analysis; 4 Understanding Risk; 4.1 Description of risk; 4.2 Pascal's Wager; 4.3 Chance; 4.4 Co-movement and common factors; 4.5 The Greek alphabet; 4.6 Confidence; 4.7 Consequences; 4.8 Endowment fund risk; 5 Spending Rules; 5.1 The endowment dilemma; 5.2 Micawber's rule; 5.3 Pattern of flows; 5.4 More scenario analysis; 5.5 Determining an operating rule; 6 Assets for Strategy; 6.1 Back to the future; 6.2 Investment approach 6.3 Classification of assets6.3.1 Operational assets; 6.3.2 Intergenerational assets; 6.4 Asset categories; 6.4.1 Cash; 6.4.2 Short-dated and intermediate-term bonds; 6.4.3 Long-dated bonds; 6.4.4 High-yield bonds; 6.4.5 Inflation-indexed bonds; 6.4.6 Convertible bonds; 6.5 Equities; 6.6 Private equity; 6.7 Real estate; 6.8 Commodities; 6.9 Hedge funds; 7 Legal, Social and Ethical; 7.1 Quis custodiet ipses custodies?; 7.2 Tax matters; 7.3 Extra-financial issues; 7.4 Corporate governance; 7.5 Corporate social responsibility; 7.6 Socially responsible investment; 7.7 Program-related investment 7.8 Global view7.9 Reality check; 8 Understanding Strategy; 8.1 Resource assessment; 8.2 Defining needs; 8.3 Quantifying needs; 8.4 Spending rule; 8.5 Operational assets; 8.6 Intergenerational assets; 8.7 Review; 9 Implementing Strategy; 9.1 Investment policy statement; 9.2 Trustees of an endowment; 9.3 Investment committee; 9.4 Investment staff; 9.5 Risk tolerance and control; 9.6 Operational asset management; 9.7 Intergenerational asset allocation; 9.8 Benchmarks and performance; 9.9 Consultants; 9.10 Selection of asset managers; 9.11 Costs; 9.12 Custody; 10 Synopsis References and Reading MatterGlossary; Index |
| Record Nr. | UNINA-9910143693303321 |
Russell Chris
|
||
| Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Trustee investment strategy for endowments and foundations [[electronic resource] /] / Chris Russell
| Trustee investment strategy for endowments and foundations [[electronic resource] /] / Chris Russell |
| Autore | Russell Chris |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 |
| Descrizione fisica | 1 online resource (250 p.) |
| Disciplina | 332.67254 |
| Collana | Wiley finance series |
| Soggetto topico |
Endowments - United States - Finance
Investments Portfolio management |
| ISBN |
1-118-67339-5
1-280-51906-1 9786610519064 0-470-03222-7 |
| Classificazione | 85.30 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Trustee Investment Strategyfor Endowments and Foundations; Contents; Foreword; Preface; Acknowledgments; 1 Introduction; 1.1 Endowment fund characteristics; 1.2 Constraints on endowments; 1.3 History rhymes; 1.4 The US endowment experience; 1.5 Structure of the book; 2 Language of Return; 2.1 Economic return; 2.2 Investment return; 2.3 'Other income' not return; 2.4 Income, capital and 'total return'; 2.5 Real and nominal return; 2.6 Absolute and relative return; 2.7 Arithmetic and geometric return; 2.8 Time-weighted return and money-weighted return; 3 Elements of Return; 3.1 Deriving return
3.2 Risk-free return3.3 Premium for risk; 3.4 Equity risk premium; 3.5 The eighth wonder of the world; 3.6 Valuation change; 3.7 Drivers of return; 3.8 Scenario analysis; 4 Understanding Risk; 4.1 Description of risk; 4.2 Pascal's Wager; 4.3 Chance; 4.4 Co-movement and common factors; 4.5 The Greek alphabet; 4.6 Confidence; 4.7 Consequences; 4.8 Endowment fund risk; 5 Spending Rules; 5.1 The endowment dilemma; 5.2 Micawber's rule; 5.3 Pattern of flows; 5.4 More scenario analysis; 5.5 Determining an operating rule; 6 Assets for Strategy; 6.1 Back to the future; 6.2 Investment approach 6.3 Classification of assets6.3.1 Operational assets; 6.3.2 Intergenerational assets; 6.4 Asset categories; 6.4.1 Cash; 6.4.2 Short-dated and intermediate-term bonds; 6.4.3 Long-dated bonds; 6.4.4 High-yield bonds; 6.4.5 Inflation-indexed bonds; 6.4.6 Convertible bonds; 6.5 Equities; 6.6 Private equity; 6.7 Real estate; 6.8 Commodities; 6.9 Hedge funds; 7 Legal, Social and Ethical; 7.1 Quis custodiet ipses custodies?; 7.2 Tax matters; 7.3 Extra-financial issues; 7.4 Corporate governance; 7.5 Corporate social responsibility; 7.6 Socially responsible investment; 7.7 Program-related investment 7.8 Global view7.9 Reality check; 8 Understanding Strategy; 8.1 Resource assessment; 8.2 Defining needs; 8.3 Quantifying needs; 8.4 Spending rule; 8.5 Operational assets; 8.6 Intergenerational assets; 8.7 Review; 9 Implementing Strategy; 9.1 Investment policy statement; 9.2 Trustees of an endowment; 9.3 Investment committee; 9.4 Investment staff; 9.5 Risk tolerance and control; 9.6 Operational asset management; 9.7 Intergenerational asset allocation; 9.8 Benchmarks and performance; 9.9 Consultants; 9.10 Selection of asset managers; 9.11 Costs; 9.12 Custody; 10 Synopsis References and Reading MatterGlossary; Index |
| Record Nr. | UNINA-9910830337103321 |
|
Russell Chris
|
||
| Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Trustee investment strategy for endowments and foundations / / Chris Russell
| Trustee investment strategy for endowments and foundations / / Chris Russell |
| Autore | Russell Chris |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 |
| Descrizione fisica | 1 online resource (250 p.) |
| Disciplina | 332.67/253 |
| Collana | Wiley finance series |
| Soggetto topico |
Endowments - United States - Finance
Investments Portfolio management |
| ISBN |
1-118-67339-5
1-280-51906-1 9786610519064 0-470-03222-7 |
| Classificazione | 85.30 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Trustee Investment Strategyfor Endowments and Foundations; Contents; Foreword; Preface; Acknowledgments; 1 Introduction; 1.1 Endowment fund characteristics; 1.2 Constraints on endowments; 1.3 History rhymes; 1.4 The US endowment experience; 1.5 Structure of the book; 2 Language of Return; 2.1 Economic return; 2.2 Investment return; 2.3 'Other income' not return; 2.4 Income, capital and 'total return'; 2.5 Real and nominal return; 2.6 Absolute and relative return; 2.7 Arithmetic and geometric return; 2.8 Time-weighted return and money-weighted return; 3 Elements of Return; 3.1 Deriving return
3.2 Risk-free return3.3 Premium for risk; 3.4 Equity risk premium; 3.5 The eighth wonder of the world; 3.6 Valuation change; 3.7 Drivers of return; 3.8 Scenario analysis; 4 Understanding Risk; 4.1 Description of risk; 4.2 Pascal's Wager; 4.3 Chance; 4.4 Co-movement and common factors; 4.5 The Greek alphabet; 4.6 Confidence; 4.7 Consequences; 4.8 Endowment fund risk; 5 Spending Rules; 5.1 The endowment dilemma; 5.2 Micawber's rule; 5.3 Pattern of flows; 5.4 More scenario analysis; 5.5 Determining an operating rule; 6 Assets for Strategy; 6.1 Back to the future; 6.2 Investment approach 6.3 Classification of assets6.3.1 Operational assets; 6.3.2 Intergenerational assets; 6.4 Asset categories; 6.4.1 Cash; 6.4.2 Short-dated and intermediate-term bonds; 6.4.3 Long-dated bonds; 6.4.4 High-yield bonds; 6.4.5 Inflation-indexed bonds; 6.4.6 Convertible bonds; 6.5 Equities; 6.6 Private equity; 6.7 Real estate; 6.8 Commodities; 6.9 Hedge funds; 7 Legal, Social and Ethical; 7.1 Quis custodiet ipses custodies?; 7.2 Tax matters; 7.3 Extra-financial issues; 7.4 Corporate governance; 7.5 Corporate social responsibility; 7.6 Socially responsible investment; 7.7 Program-related investment 7.8 Global view7.9 Reality check; 8 Understanding Strategy; 8.1 Resource assessment; 8.2 Defining needs; 8.3 Quantifying needs; 8.4 Spending rule; 8.5 Operational assets; 8.6 Intergenerational assets; 8.7 Review; 9 Implementing Strategy; 9.1 Investment policy statement; 9.2 Trustees of an endowment; 9.3 Investment committee; 9.4 Investment staff; 9.5 Risk tolerance and control; 9.6 Operational asset management; 9.7 Intergenerational asset allocation; 9.8 Benchmarks and performance; 9.9 Consultants; 9.10 Selection of asset managers; 9.11 Costs; 9.12 Custody; 10 Synopsis References and Reading MatterGlossary; Index |
| Record Nr. | UNINA-9910877017203321 |
|
Russell Chris
|
||
| Chichester, England ; ; Hoboken, NJ, : Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||