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Author : Foundation for Fiduciary Studies
Publisher :
ISBN 13 :
Total Pages : 78 pages
Book Rating : 4.:/5 (663 download)
Download or read book Prudent Investment Practices written by Foundation for Fiduciary Studies and published by . This book was released on 2001 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796617
Total Pages : 80 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Advisors written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book defines a prudent investment process for Investment Advisors--professionals who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers, and financial planners.
Author : John J. Bowen
Publisher : McGraw-Hill
ISBN 13 : 9780071589512
Total Pages : 196 pages
Book Rating : 4.5/5 (895 download)
Download or read book The Prudent Investor's Guide to Beating Wall Street at Its Own Game written by John J. Bowen and published by McGraw-Hill. This book was released on 1998-06 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt: Timely and practical. This book brings the leading edge of investment information to the prudent investor in an understandable way. - Charles Schwab, Chairman, Charles Schwab Corporation. to write a book like this on Modern Portfolio Theory and make it understandable would be a very difficult job. John Bowen went ahead and did it. Congratulations. - Merton Miller, Nobel Laureate in Economics. Individual investors today must fend for themselves as they seize control of their own portfolios. In this authoritative and ill-researched book, investors learn how to simply and effectively use popular asset allocation strategies - in combinations with mutual funds - to greatly increase their returns. The reader is walked step-by-step through a low-risk, high-return approach using model portfolios and case histories, plus timely information on emerging markets, tax-saving moves, annuity products, and more.
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796600
Total Pages : 56 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Stewards written by Fiduciary360 and published by . This book was released on 2006 with total page 56 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book details a prudent investment process for Investment Stewards--persons who have the legal responsibility for managing someone else's money, including trustees and investment committee members. It is used in conjunction with Fiduciary360's training programs in fiduciary responsibility.
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796631
Total Pages : pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Stewards and Investment Advisors ,Worldwide Edition written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796624
Total Pages : 40 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Managers written by Fiduciary360 and published by . This book was released on 2006 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book defines a prudent investment process for Investment Managers--organizations that manage separate accounts, mutual funds, unit trusts, and commingled trusts. It is used in conjunction with Fiduciary360's training classes in fiduciary responsibility and as a guide for performing fiduciary assessments.
Author :
Publisher :
ISBN 13 :
Total Pages : 60 pages
Book Rating : 4.:/5 (13 download)
Download or read book Prudent Practices for Investment Stewards written by and published by . This book was released on 2008 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James P. Owen
Publisher : Irwin Professional Publishing
ISBN 13 : 9781557384904
Total Pages : 218 pages
Book Rating : 4.3/5 (849 download)
Download or read book The Prudent Investor written by James P. Owen and published by Irwin Professional Publishing. This book was released on 1993-03 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is not for the do-it-yourself investor or the amateur speculator, but for the serious investor seeking a professional investment approach to money management. This bestselling guide explores all the variables critical to the orchestration of a successful investment program.
Author : Bevis Longstreth
Publisher : Oxford University Press
ISBN 13 : 0195364694
Total Pages : 292 pages
Book Rating : 4.1/5 (953 download)
Download or read book Modern Investment Management and the Prudent Man Rule written by Bevis Longstreth and published by Oxford University Press. This book was released on 1987-01-08 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: In recent years the field of finance has exploded with innovation. New products, services and techniques abound. The risks of inflation, the volatility of interest rates, the deregulation of financial intermediaries and the unbundling of financial services have combined to present investment managers with challenges and opportunities far greater than in the past. For trustees and managers of pension, trust, endowment, and similar funds, the task of meeting the challenges and exploiting the opportunities is much more difficult. These fiduciaries must measure their investment decisions against constrained interpretations of a legal standard--the prudent man rule--that have caused it to lag far behind changes in investment theory and the marketplace. Drawing on financial history, a major opinion survey of institutional investors, and comprehensive reviews of the law and of the lessons of modern portfolio theory for prudence, this book presents a powerful case that the prudent man rule as elaborated in legal treatises and much of the case law would virtually compel a fiduciary to act imprudently in terms of financial theory and marketplace reality. In proposing a modern paradigm of investment prudence, the book uses illustrations drawn from such traditionally suspect categories of investment fiduciaries as securities lending, real estate, venture capital, options and futures and repurchaser agreements. An unusual examination of the interaction of the worlds of law and finance, this work will be of interest to fiduciaries who are subject to some from of prudent man rule and all others, including judges, lawyers and investment managers, who are called upon to interpret and apply that legal standard.
Author : fi360
Publisher :
ISBN 13 : 9780989049009
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Advisors written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 40 pages
Book Rating : 4.:/5 (2 download)
Download or read book Prudent Practices for Investment Stewards & Investment Advisors written by and published by . This book was released on 2006 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harvey E. Bines
Publisher : Wolters Kluwer
ISBN 13 : 0735530483
Total Pages : 968 pages
Book Rating : 4.7/5 (355 download)
Download or read book Investment Management Law and Regulation written by Harvey E. Bines and published by Wolters Kluwer. This book was released on 2004-01-01 with total page 968 pages. Available in PDF, EPUB and Kindle. Book excerpt: In its First Edition, this classic treatise called attention to the duty of reasonable care, the duty of loyalty and the public duty of fiduciaries to the marketplace. Grounded in the idea that prudent investing is to be defined by professional practices accepted as appropriate at the time of investment by the management, thereby permitting such practices to adapt to changing conditions and insights, the field of investment management law and regulation has at its center the goal of a common standard of care for investment.Now in its Second Edition, this definitive guide to investment management law and regulation helps you to profitably adapt to today's new and changing conditions and anticipate tomorrow's regulatory response.Here are just a few of the reasons why Investment Management Law and Regulation will be so valuable to you:Explains and analyzes all the ins and outs of the law, clarifies the complexities, answers your questions, points out pitfalls and helps you avoid themCovers the entire field in one volume, saves you valuable time and effort in finding information and searching through stacks of referencesEnsures compliance with all relevant regulations, makes sure nothing is overlooked, protects you against costly mistakesUpdates you on the latest important changes, tells you what is happening now and what is likely to happen in the future Investment Management Law and Regulation is the only up-to-date volume to offer a comprehensive examination of the field of investment management law, covering everything from financial theory and legal theory to the various aspects of hands-on fund management. It's the only resource of its kind that:Identifies and explains the financial theories that control the development of investment management law across management activitiesGives critical judicial, legislative, and regulatory history that makes recent law and regulation more comprehensibleCovers all areas of regulation governing the activities of investment managers, including marketing, suitability, advisory contacts, fees, exculpation and indemnification, performance, fiduciary obligations, conflicts of interest, best executionProvides the practical tools that help predict more effectively how regulators will respond to new marketplace developments and productsIntegrates investment management law and regulation for all institutional investment managersAnd more Whether you are a manager, broker, banker, or legal counsel, a seasoned professional or just starting out, this treatise will quickly become your most trusted guide through the intricacies of this complex, critical, and closely scrutinized area
Author :
Publisher :
ISBN 13 :
Total Pages : 116 pages
Book Rating : 4.:/5 (2 download)
Download or read book Legal Memorandums for Prudent Practices for Investment Stewards and Prudent Practices for Investment Advisors (U.S. Editions) written by and published by . This book was released on 2006 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher : Touchstone
ISBN 13 : 9780671742324
Total Pages : 532 pages
Book Rating : 4.7/5 (423 download)
Download or read book Successful Investing written by and published by Touchstone. This book was released on 1991 with total page 532 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete guide to prudent investing for safety, income, or capital growth.
Author : fi360
Publisher :
ISBN 13 : 9780989049054
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Managers written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jack Gardner
Publisher : John Wiley & Sons
ISBN 13 : 1118538048
Total Pages : 61 pages
Book Rating : 4.1/5 (185 download)
Download or read book How to Write an Investment Policy Statement written by Jack Gardner and published by John Wiley & Sons. This book was released on 2012-09-28 with total page 61 pages. Available in PDF, EPUB and Kindle. Book excerpt: An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
Author : fi360
Publisher :
ISBN 13 : 9780989049016
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Stewards written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
