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 CFA Institute Research Foundation

Providing independent, high-quality research that helps investment management professionals effectively fulfill their duties with prudence, loyalty and care.

A PRIMER FOR INVESTMENT TRUSTEES Understanding Investment Committee Responsibilities

A comprehensive discussion of investment issues relevant not only to investment trustees but also to investment professionals who work with trustees. Taking an individual step by step through the process of responsible trusteeship, A Primer for Investment Trustees by Jeffery V. Bailey, CFA, and Thomas M. Richards, CFA - offers a solid introduction to basic investment principles.

Primer for In​vestment Trustees​

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