Built to Last: Strategic guidance for effective investment committees

Download PDF In this paper, Elizabeth Hood, CFA, offers advice in areas including committee membership, investment policy statements, review processes, and fiduciary training and ongoing education. Key points include: Investment committees are increasingly essential to the success of institutional investors managing trillions of dollars of assets and grappling with today’s complex and challenging capital markets. […]

2016 Cost of Doing Business Survey: U.S. Funds and Trusts

Download PDF Managing the costs associated with running a fund or trust is paramount to the success of the fund, and it is also a primary fiduciary responsibility of those who oversee pensions, endowments, foundations, and other asset pools. In this survey, Callan compares the costs of administering and operating funds and trusts in the […]