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 Investment Trustees
For more information visit - https://www.cfainstitute.org/en/research/foundation/2017/a-primer-for-investment-trustees
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