Recommended Best Practices In Managing Foundation Investments
The board (and investment committee and staff, if any) of a foundation . Best Practices, 2007 Fall Conference for Community Foundations, Thayer, . Vanguard Investment Committee Checklist, Investment Committee Member Checklist . The Uniform Prudent Management of Institutional Funds Act, see the Uniform Law .
http://www.cof.org/files/Bamboo/programsandservices/legalinfo/documents/interiminvestmanagetipsresources.pdf
401khelpcenter.com - 401k Investment Committees
401k Investment Committee: Why, Best Practices and Improving Effectiveness. . Investment Committees: Vanguard's View of Best Practices. Summary: This .
http://www.401khelpcenter.com/cw/cw_invest_committee.html
Investment Committees: Vanguard's View of Best Practices
Vanguard's View of Best Practices. Executive Summary Many individuals are called to serve on investment committees. For some, serving on a committee may .
http://www.ams.org/investcom/manual/Vanguard-best-practices.pdf
Vanguard - Investment committees: Vanguard's view of best practices
Jun 4, 2010 . This update to a previously published Vanguard paper discusses the best practices for investment committees as well as advice on how .
https://institutional.vanguard.com/VGApp/iip/site/institutional/researchcommentary/article/InvestCommVGsView
Investment Committees: Vanguard's View of Best Practices
Investment Committees: Vanguard's View of Best Practices. Vanguard Investment Counseling & Research. Connect with Vanguard > www.vanguard.com .
https://institutional.vanguard.com/iam/pdf/investmentcommittees.pdf
Does leadership style matter? Investment committee decision ...
place to begin is with Vanguard's view of investment committee best practices ( Gordon and. LaBarge, 2010); namely: have a clear understanding of the .
http://us.vocuspr.com/newsroom/ViewAttachment.aspx?SiteName=vanguardnew&Entity=PRAsset&AttachmentType=F&EntityID=841453&AttachmentID=faf7d421-125e-4a0a-a05e-e051871ccf3b
Best Practices Report 2009
Nov 8, 2009 . Investment Committees: Vanguard's View of Best Practices. Purdue University Endowment Investment Policy. Ford and Packard Foundations' .
http://www.jewishfederations.org/getfile.asp?id=37545
Investment Manager Evaluation
*Source: Gordon, Catherine D., 2004. Investment Committees: Vanguard's View of Best Practices. Vanguard research, June 2004. Accessed 7 October 2010 at .
http://www.lafpp.com/LAFPP/documents/board_items/2011-07-07/board_2011-07-07_a4.pdf
Argyle Conversation: Catherine Gordon, Principal and Head of ...
Apr 5, 2011 . CATHERINE GORDON: I have been at Vanguard for over 16 years, in a variety of roles, all investment related. . what Vanguard thinks are best practices for investment committees. . I'm going to confirm my view of the world.
http://www.argylejournal.com/articles/argyle-conversation-catherine-gordon-principal-and-head-of-vanguard-institutional-advisory-services-vanguard/
Take Emotion Out of the Equation: Steady Contributions Are Best
Best Practices for Investment Committees in Negotiating for Lower . the founder and former chairman of The Vanguard Group, called . To watch his descent is .
http://www.lockton.com/Resource_/InsightPublication/2381/TheKey-jan09.pdf
Investment Committee Decision-Maker Study
dynamics of decision-making by investment committees, Vanguard . Consistent with best practices, most committees . Vanguard's View of Best Practices.
http://us.vocuspr.com/newsroom/ViewAttachment.aspx?SiteName=vanguardnew&Entity=PRAsset&AttachmentType=F&EntityID=432150&AttachmentID=7d6cd434-2931-47f4-91b2-e17eef5eeb99
InvestmentSeek.com - Institutional Investors > Endowments
Investment Committees: Vanguard's View of Best Practices (June 2004) - A research paper from The Vanguard Group. Model Endowment & Foundation Portfolio .
http://www.investmentseek.com/II/endowment.htm
Federal Street Advisors | Articles
Investors who want their investment portfolios to align with their values are drawn to the . The 10 Best Practices of Highly Effective Investment Committees .
http://www.federalstreet.com/current-trends/
Principles of Endowment Management
of investment knowledge in the nonprofit community and the promotion of . and the Commonfund Prize for the best contribution to endowment . In most asset management practices, . ing The Vanguard Group in 1974, he made use of his own research on . I think Investment Committees see the merit in this, that it's .
http://www.commonfund.org/InvestorResources/Publications/Brochures/Principles%20of%20Endowment%20Management.pdf
Investment Committees
Sep 1, 2009 . Catherine D. Gordon, Investment Committees: Vanguard's View of Best Practices, Vanguard. Investment Counseling & Research, June 2004; .
http://www.leggmasoncanada.com/en/pdf/mauboussin/InvestmentCommittees.pdf
NACUBO: Mastering the 403(b) Universe
Donna Popovich, executive director of human resources, points out: We see our . Our committee strives to reach a best-practice level of investment oversight. . some of the biggest players such as TIAA-CREF, Fidelity, Vanguard, and VALIC.
http://www.nacubo.org/Business_Officer_Magazine/Magazine_Archives/April_2012/Mastering_the_403(b)_Universe.html
fi360 Blog: Fiduciary Excellence
Apr 4, 2012 . When you see the phrase "changing of the guard," most think of formal . Other industry best practices with respect to investment committees include: . ( Vanguard recently published the results of a survey on committee .
http://blog.fi360.com/fi360_blog/fiduciary-excellence/
Financial Management | National Council of Nonprofits
Resources by Topic · Principles and Practices . What is the role of the audit committee, compared to the role of the financial committee? Review . The governing board, through its investment committee, must define the investment objectives that will best support the . Tools for your investment committee from Vanguard.
http://www.councilofnonprofits.org/resources/financial-management
fi360 Blog: Have you looked at your investment committee lately?
Jun 29, 2011 . We received a question last week related to investment committees that was straight forward enough, is there a requirement for investment .
http://blog.fi360.com/fi360_blog/2011/06/investment-committee-fiduciary.html
Research Papers and Articles
provide a good base case to formulate our investment views, we must . They view currencies as a . Best Practice Investment Committees . Vanguard research presents a four-stage model of market bubbles and crashes, based on .
http://cortexconsulting.com/Reports/The%20Cortex%20Report%206%20-%20Mar%202011.pdf
Public Retirement System Governance Resources
Officers & Committees · NASRA Staff. Conferences & Meetings .
http://www.nasra.org/resources/governanceresources.htm
fi360 Blog: Fiduciary Q&A
Feb 1, 2012 . Although we do not see an education policy statement as an integral part of . Other industry best practices with respect to investment committees include: . ( Vanguard recently published the results of a survey on committee .
http://blog.fi360.com/fi360_blog/fiduciary_qa/
BLOG - | Affordable 401k Plan Solutions
If have an advisor but do not see them on a regular basis, you are being underserved. . A May 2010 Vanguard paper on investment committee best practices .
http://www.401kretirementplans-alpharetta.com/wealth-management-georgia