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
Functional cookies , which are necessary for basic site functionality like keeping you logged in, are always enabled .
Allow analytics tracking. Analytics help us understand how the site is used, and which pages are the most popular. Read the Privacy Policy to learn how this information is used.