Top 10 Tips for Investment Committees

View PDF Investment committees face complex challenges overseeing institutional investment funds. They must navigate myriad laws and regulations, select the right managers and strategies, monitor their portfolios, and ensure their funds can deliver the returns needed for their beneficiaries. To help guide these committees, we developed these 10 tips. (For a deeper dive into the […]

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. […]