Info
How to select investment managers and evaluate performance [[electronic resource] ] : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross
| How to select investment managers and evaluate performance [[electronic resource] ] : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross |
| Autore | Haight G. Timothy |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2007 |
| Descrizione fisica | 1 online resource (274 p.) |
| Disciplina | 332.620973 |
| Altri autori (Persone) |
MorrellStephen Otis <1949->
RossGlenn E |
| Collana | Frank J. Fabozzi Series |
| Soggetto topico |
Investment advisors - Selection and appointment - United States
Investment advisors - Rating of - United States |
| ISBN |
1-119-19675-2
1-280-97379-X 9786610973798 0-470-22579-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
How to Select Investment Managers and Evaluate Performance; Contents; Preface; Acknowledgments; About the Authors; Chapter 1: Investment Sponsors; The Investment Committee; The Variety of Investment Sponsors; Taxable Investment Sponsors; Summary; Chapter 2: Investment Policy Statement; Investment Philosophy and Goals; Investment Return Objectives; Risk Tolerances; Constaints; Investment Strategy; In-House or Outside Manager; Investment Policy; Securities Types and Risk Characteristics; Asset Allocation Guidelines; Evaluation of Performance; Benchmark Portfolios; Periodic Review; Summary
Chapter 3: Investment OverviewCapital Appreciation Versus Current Income; Active Versus Passive Investment Approaches; Investment Styles-EquIty Managers; InternatIonal InvestIng; Investment Styles-FIxed Income Managers; Summary; Chapter 4: Alternative Investment Vehicles; Hybrid Securities; Derivative Contracts; International Investment Vehicles; Real Estate Investment Vehicles; Investment Vehicles for Accredited Investors; Commodities and Collectibles; Summary; Chapter 5: Return Measures and Reporting Techniques; Dollar-Weighted Rate of Return; Time-Weighted Rate of Return Annualized Rates of ReturnGeometric Mean; Total Return and Its Components; Compound Growth; Summary; Chapter 6: Return-Risk Measurement; Return Relative; Standard Deviation; Portfolio Risk Measure; Scatter Diagram; Coefficient of Variation; Regression Analysis; Portfolio Size and Diversification Levels; Regression Analysis of Fund I; Additional Performance Indexes; Summary; Chapter 7: Portfolio Performance Evaluation; Performance Results; Composite Index; Return-Risk Analysis; Universe Comparison; Evaluating the Asset Allocation Decision; Summary; Chapter 8: Equity Performance Evaluation Equity Performance CriteriaSector Analysis; Return-Risk Comparison; Market Characteristics; Attribution Analysis; Summary; Chapter 9: Fixed Income Performance Evaluation; Asset Allocation Ranges and Anticipated Contributions; Issuers of Fixed Income Securities; Bond Indexes; Bond Prices and Yields; Term Structure of Interest Rates; Quality of Fixed Income Securities; Credit Risk; Interest Rate Risk; Duration; Convexity; Maturity Characteristics; Return Analysis; CFA Institute Standards; Fixed Income Management Styles; Passive Fixed Income Management; Active Fixed Income Management Performance AnalysisSummary; Chapter 10: Investment Companies as Investment Vehicles; Investment Companies; Regulation of Investment Companies; Types of Investment Companies; Selecting Mutual Funds; Performance Evaluation; Summary; Chapter 11: Investment Manager Search Process; Search Committee; Establishing Goals; Number of Managers; Candidate Identification; Management and Related Fees; Firm Size and Ownership; Request for Proposals (RFP); Screening of Candidates; Candidates Presentations; Verification and Reference Checking; Cost of Switching; Administration of Change; Summary Chapter 12: Conducting Investment Committee Meetings |
| Record Nr. | UNINA-9910143681203321 |
Haight G. Timothy
|
||
| Hoboken, N.J., : Wiley, c2007 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
How to select investment managers and evaluate performance : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross
| How to select investment managers and evaluate performance : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross |
| Autore | Haight G. Timothy |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2007 |
| Descrizione fisica | 1 online resource (274 p.) |
| Disciplina | 332.620973 |
| Altri autori (Persone) |
MorrellStephen Otis <1949->
RossGlenn E |
| Collana | Frank J. Fabozzi Series |
| Soggetto topico |
Investment advisors - Selection and appointment - United States
Investment advisors - Rating of - United States |
| ISBN |
9786610973798
9781119196754 1119196752 9781280973796 128097379X 9780470225790 0470225793 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
How to Select Investment Managers and Evaluate Performance; Contents; Preface; Acknowledgments; About the Authors; Chapter 1: Investment Sponsors; The Investment Committee; The Variety of Investment Sponsors; Taxable Investment Sponsors; Summary; Chapter 2: Investment Policy Statement; Investment Philosophy and Goals; Investment Return Objectives; Risk Tolerances; Constaints; Investment Strategy; In-House or Outside Manager; Investment Policy; Securities Types and Risk Characteristics; Asset Allocation Guidelines; Evaluation of Performance; Benchmark Portfolios; Periodic Review; Summary
Chapter 3: Investment OverviewCapital Appreciation Versus Current Income; Active Versus Passive Investment Approaches; Investment Styles-EquIty Managers; InternatIonal InvestIng; Investment Styles-FIxed Income Managers; Summary; Chapter 4: Alternative Investment Vehicles; Hybrid Securities; Derivative Contracts; International Investment Vehicles; Real Estate Investment Vehicles; Investment Vehicles for Accredited Investors; Commodities and Collectibles; Summary; Chapter 5: Return Measures and Reporting Techniques; Dollar-Weighted Rate of Return; Time-Weighted Rate of Return Annualized Rates of ReturnGeometric Mean; Total Return and Its Components; Compound Growth; Summary; Chapter 6: Return-Risk Measurement; Return Relative; Standard Deviation; Portfolio Risk Measure; Scatter Diagram; Coefficient of Variation; Regression Analysis; Portfolio Size and Diversification Levels; Regression Analysis of Fund I; Additional Performance Indexes; Summary; Chapter 7: Portfolio Performance Evaluation; Performance Results; Composite Index; Return-Risk Analysis; Universe Comparison; Evaluating the Asset Allocation Decision; Summary; Chapter 8: Equity Performance Evaluation Equity Performance CriteriaSector Analysis; Return-Risk Comparison; Market Characteristics; Attribution Analysis; Summary; Chapter 9: Fixed Income Performance Evaluation; Asset Allocation Ranges and Anticipated Contributions; Issuers of Fixed Income Securities; Bond Indexes; Bond Prices and Yields; Term Structure of Interest Rates; Quality of Fixed Income Securities; Credit Risk; Interest Rate Risk; Duration; Convexity; Maturity Characteristics; Return Analysis; CFA Institute Standards; Fixed Income Management Styles; Passive Fixed Income Management; Active Fixed Income Management Performance AnalysisSummary; Chapter 10: Investment Companies as Investment Vehicles; Investment Companies; Regulation of Investment Companies; Types of Investment Companies; Selecting Mutual Funds; Performance Evaluation; Summary; Chapter 11: Investment Manager Search Process; Search Committee; Establishing Goals; Number of Managers; Candidate Identification; Management and Related Fees; Firm Size and Ownership; Request for Proposals (RFP); Screening of Candidates; Candidates Presentations; Verification and Reference Checking; Cost of Switching; Administration of Change; Summary Chapter 12: Conducting Investment Committee Meetings |
| Record Nr. | UNINA-9910815902603321 |
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Haight G. Timothy
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||
| Hoboken, N.J., : Wiley, c2007 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Lehman Brothers : a crisis of value / / Oonagh McDonald
| Lehman Brothers : a crisis of value / / Oonagh McDonald |
| Autore | McDonald Oonagh |
| Pubbl/distr/stampa | Manchester University Press, 2016 |
| Descrizione fisica | 1 online resource (x, 274 pages) : illustrations |
| Disciplina | 332.620973 |
| Collana |
Open Access e-Books
Knowledge Unlatched |
| Soggetto topico |
Global Financial Crisis, 2008-2009
Bank failures - United States - History - 21st century Investment banking - New York (State) - New York - History Financial crises - United States |
| Soggetto non controllato |
debt
economy lehman brothers bankruptcy global financial crisis banking crash capital |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | 1. From cotton trader to investment banker: 1844-2008 -- 2. From hubris to nemesis: January to September 2008 -- 3. The fateful weekend -- 4. Regulating the ‘Big Five’ -- 5. The largest bankruptcy in American history -- 6. The destruction of value -- 7. Lehman's valuation of its assets -- 8. Measuring value -- 9. Monitoring value -- 10. Chasing a chimera? -- Appendix 1. The Lehman Brothers Board of Directors in 2007 -- Appendix 2. The Lehman Brothers Corporate Structure. |
| Record Nr. | UNINA-9910137070003321 |
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McDonald Oonagh
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| Manchester University Press, 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The New Power Brokers : The Rise of Asset Manager Capitalism and the New Economic Order / / by Sahand Moarefy
| The New Power Brokers : The Rise of Asset Manager Capitalism and the New Economic Order / / by Sahand Moarefy |
| Autore | Moarefy Sahand |
| Edizione | [1st ed. 2024.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2024 |
| Descrizione fisica | 1 online resource (169 pages) |
| Disciplina | 332.620973 |
| Soggetto topico |
Financial services industry
Economics Business enterprises - Finance Corporate governance Financial Services Political Economy and Economic Systems Corporate Finance Corporate Governance |
| ISBN |
9783031647338
3031647335 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Introduction -- Chapter I: The Early American Corporation -- Chapter II: Adolf Berle and the Modern Corporation -- Chapter III: The Rise of Asset Manager Capitalism -- Chapter IV: The Emergence of the Shareholder Primacy Paradigm -- Chapter V: The New Stakeholder Capitalism and ESG -- Chapter VI: The ESG Report Card and Rise of Private Markets -- Chapter VII: Asset Manager Capitalism and the Energy Industry -- Chapter VIII: Institutional Setup of Today’s Asset Managers -- Chapter IX: The Post-ESG World and a Roadmap for the Future -- Chapter X: A New Stewardship Framework. |
| Record Nr. | UNINA-9910886092803321 |
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Moarefy Sahand
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| Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2024 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Wall Street polices itself : how securities firms manage the legal hazards of competitive pressures / by David P. McCaffrey, David W. Hart
| Wall Street polices itself : how securities firms manage the legal hazards of competitive pressures / by David P. McCaffrey, David W. Hart |
| Autore | McCaffrey, David P., 1930- |
| Pubbl/distr/stampa | New York : Oxford University Press, 1998 |
| Descrizione fisica | vi, 211 p. ; 24 cm. |
| Disciplina | 332.620973 |
| Altri autori (Persone) | Hart, David W. |
| Soggetto topico |
Mercati finanziari - Diritto - Regolazione
Diritto societario Investimenti finanziari |
| ISBN | 9780195111873 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNISALENTO-991000080579707536 |
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McCaffrey, David P., 1930-
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| New York : Oxford University Press, 1998 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. del Salento | ||
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