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The Resource Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations, Kees Koedijk, Alfred Slager, Jaap van Dam

Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations, Kees Koedijk, Alfred Slager, Jaap van Dam

Creator
Author
Contributor
Summary
Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases'it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success'and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off.-Understand the role of pension funds and the fiduciary duty of trustees -Learn the tools and kills you need to build profound and lasting investment excellence -Analyse, diagnose and improve investment quality of funds using concrete tools and instruments -Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully
Language
eng
Work
Publication
Extent
1 online resource
Contents
  • Intro; Table of Contents; About the Authors; Acknowledgments; Foreword; Introduction; LEVELS OF EXCELLENCE: ASSESSING AND IMPROVING YOUR PRACTICE; HOW TO USE THE BOOK; CHAPTERS OF THE BOOK; PART I: PENSION FUNDS: UNDERSTANDING THE ROLE, SHAPING THE MISSION; PART II: DESIGNING THE PROCESS; PART III: IMPLEMENTING THE INVESTMENTS; PART IV: ORGANIZING THE BOARD; PART V: LEARNING, ADAPTING AND IMPROVING; SELF-REFLECTION QUESTIONS; ENDNOTE; PART One: Pension Funds: Understanding the Role, Shaping the Mission; CHAPTER 1: The Role of Pension Funds, and the Role of Boards; THE ROLE OF PENSION FUNDS
  • THE PENSION TRIANGLEDUTIES OF TRUSTEES; UNDERSTANDING AND MANAGING YOUR STAKEHOLDERS; ENDNOTES; Case Study-GEPF; THE DUAL MANDATE DILEMMA; ENDNOTES; CHAPTER 2: Developing Purpose, Mission, Vision, and Goals; THE FUNCTIONS OF A PENSION FUND; PURPOSE; MISSION; VALUES; VISION; STRATEGIC GOALS; ENDNOTES; PART Two: Designing the Process; CHAPTER 3: Grasping the Investment Essentials; INVESTMENT GOALS; UNDERSTANDING RETURN CONCEPTS; UNDERSTANDING RISK CONCEPTS; STEERING YOUR PORTFOLIO; ENDNOTES; Case Study-PFZW
  • TAKING OWNERSHIP OF AND REBUILDING INVESTMENT PRINCIPLES AFTER THE GREAT FINANCIAL CRISISENDNOTE; CHAPTER 4: Investment Beliefs as Guiding Tools; WHY INVESTMENT BELIEFS MATTER; BASICS OF AN INVESTMENT BELIEF; DEVELOPING A SET OF INVESTMENT BELIEFS; WHEN, IF EVER, IS THE TIME TO CHANGE INVESTMENT BELIEFS?; HOW (NOT) TO USE INVESTMENT BELIEFS; ENDNOTES; Case Study-New Zealand Superannuation Fund; BUILDING A GLOBAL INVESTMENT FUND FROM SCRATCH WITH THE MISSION TO MAXIMIZE THE FUND'S LONG-TERM RETURN, AND INTEGRATE CLIMATE CHANGE IN A DEEP WAY CONSISTENT WITH THE LONG-HORIZON NATURE OF THE FUND
  • ENDNOTESCHAPTER 5: Designing the Investment Management Process; THE INVESTMENT PROCESS; SETTING OBJECTIVES: ALIGNING GOALS AND RISK APPETITE; FORMULATING EXPECTATIONS; PORTFOLIO CONSTRUCTION; IMPLEMENTATION AND MONITORING; THE INVESTMENT POLICY STATEMENT; ENDNOTES; CHAPTER 6: Organizing the Investment Function; INVENTORIZING INVESTMENT MODELS; DEVELOPING YOUR OWN INVESTMENT APPROACH; ENDNOTES; Case Study -- GPFG; BUILDING A LONG-TERM, RESPONSIBLE FUND ON SOLID ACADEMIC AND EVIDENCE-BASED PRINCIPLES; ENDNOTES; PART Three: Implementing the Investments
  • CHAPTER 7: Implementing the Investment StrategyORGANIZING THE IMPLEMENTATION; THE RATIONALE FOR MANAGING COSTS; SELECTION OF MANAGERS; ACTIVE vs. PASSIVE MANAGEMENT; INTERNAL vs. EXTERNAL MANAGEMENT; RELATIONSHIP WITH SUPPLIERS; BRIDGING THE IMPLEMENTATION GAP; ENDNOTES; Case Study-ATP; CREATING SCOPE FOR INVESTMENT SOPHISTICATION THROUGH CLARITY OF OBJECTIVES AND STRONG AND TRANSPARENT RISK MANAGEMENT; ENDNOTES; CHAPTER 8: Building the Investment Portfolio; FRAMEWORK FOR THE INVESTMENT PORTFOLIO; THE BOARD'S ROLE IN PORTFOLIO CONSTRUCTION; CAPITAL MARKET ASSUMPTIONS; ENDNOTES
Isbn
9781119437727
Link
Instance
Label
Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations
Title
Achieving investment excellence
Title remainder
a practical guide for trustees of pension funds, endowments and foundations
Statement of responsibility
Kees Koedijk, Alfred Slager, Jaap van Dam
Creator
Contributor
Author
Subject
Genre
Language
eng
Summary
Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases'it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success'and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off.-Understand the role of pension funds and the fiduciary duty of trustees -Learn the tools and kills you need to build profound and lasting investment excellence -Analyse, diagnose and improve investment quality of funds using concrete tools and instruments -Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully
Member of
Cataloging source
DLC
http://library.link/vocab/creatorName
Koedijk, Kees
Dewey number
332.67/253
Index
index present
LC call number
HD7105.4
LC item number
.K64 2019
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
http://library.link/vocab/relatedWorkOrContributorDate
  • 1967-
  • 1961-
http://library.link/vocab/relatedWorkOrContributorName
  • Slager, Alfred
  • Dam, Jaap van
Series statement
The Frank J. Fabozzi series
http://library.link/vocab/subjectName
  • Pension trusts
  • Endowments
  • Portfolio management
  • foundations (organizations)
  • BUSINESS & ECONOMICS
  • Endowments
  • Pension trusts
  • Portfolio management
Label
Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations, Kees Koedijk, Alfred Slager, Jaap van Dam
Link
Instantiates
Publication
Copyright
Antecedent source
unknown
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
  • Intro; Table of Contents; About the Authors; Acknowledgments; Foreword; Introduction; LEVELS OF EXCELLENCE: ASSESSING AND IMPROVING YOUR PRACTICE; HOW TO USE THE BOOK; CHAPTERS OF THE BOOK; PART I: PENSION FUNDS: UNDERSTANDING THE ROLE, SHAPING THE MISSION; PART II: DESIGNING THE PROCESS; PART III: IMPLEMENTING THE INVESTMENTS; PART IV: ORGANIZING THE BOARD; PART V: LEARNING, ADAPTING AND IMPROVING; SELF-REFLECTION QUESTIONS; ENDNOTE; PART One: Pension Funds: Understanding the Role, Shaping the Mission; CHAPTER 1: The Role of Pension Funds, and the Role of Boards; THE ROLE OF PENSION FUNDS
  • THE PENSION TRIANGLEDUTIES OF TRUSTEES; UNDERSTANDING AND MANAGING YOUR STAKEHOLDERS; ENDNOTES; Case Study-GEPF; THE DUAL MANDATE DILEMMA; ENDNOTES; CHAPTER 2: Developing Purpose, Mission, Vision, and Goals; THE FUNCTIONS OF A PENSION FUND; PURPOSE; MISSION; VALUES; VISION; STRATEGIC GOALS; ENDNOTES; PART Two: Designing the Process; CHAPTER 3: Grasping the Investment Essentials; INVESTMENT GOALS; UNDERSTANDING RETURN CONCEPTS; UNDERSTANDING RISK CONCEPTS; STEERING YOUR PORTFOLIO; ENDNOTES; Case Study-PFZW
  • TAKING OWNERSHIP OF AND REBUILDING INVESTMENT PRINCIPLES AFTER THE GREAT FINANCIAL CRISISENDNOTE; CHAPTER 4: Investment Beliefs as Guiding Tools; WHY INVESTMENT BELIEFS MATTER; BASICS OF AN INVESTMENT BELIEF; DEVELOPING A SET OF INVESTMENT BELIEFS; WHEN, IF EVER, IS THE TIME TO CHANGE INVESTMENT BELIEFS?; HOW (NOT) TO USE INVESTMENT BELIEFS; ENDNOTES; Case Study-New Zealand Superannuation Fund; BUILDING A GLOBAL INVESTMENT FUND FROM SCRATCH WITH THE MISSION TO MAXIMIZE THE FUND'S LONG-TERM RETURN, AND INTEGRATE CLIMATE CHANGE IN A DEEP WAY CONSISTENT WITH THE LONG-HORIZON NATURE OF THE FUND
  • ENDNOTESCHAPTER 5: Designing the Investment Management Process; THE INVESTMENT PROCESS; SETTING OBJECTIVES: ALIGNING GOALS AND RISK APPETITE; FORMULATING EXPECTATIONS; PORTFOLIO CONSTRUCTION; IMPLEMENTATION AND MONITORING; THE INVESTMENT POLICY STATEMENT; ENDNOTES; CHAPTER 6: Organizing the Investment Function; INVENTORIZING INVESTMENT MODELS; DEVELOPING YOUR OWN INVESTMENT APPROACH; ENDNOTES; Case Study -- GPFG; BUILDING A LONG-TERM, RESPONSIBLE FUND ON SOLID ACADEMIC AND EVIDENCE-BASED PRINCIPLES; ENDNOTES; PART Three: Implementing the Investments
  • CHAPTER 7: Implementing the Investment StrategyORGANIZING THE IMPLEMENTATION; THE RATIONALE FOR MANAGING COSTS; SELECTION OF MANAGERS; ACTIVE vs. PASSIVE MANAGEMENT; INTERNAL vs. EXTERNAL MANAGEMENT; RELATIONSHIP WITH SUPPLIERS; BRIDGING THE IMPLEMENTATION GAP; ENDNOTES; Case Study-ATP; CREATING SCOPE FOR INVESTMENT SOPHISTICATION THROUGH CLARITY OF OBJECTIVES AND STRONG AND TRANSPARENT RISK MANAGEMENT; ENDNOTES; CHAPTER 8: Building the Investment Portfolio; FRAMEWORK FOR THE INVESTMENT PORTFOLIO; THE BOARD'S ROLE IN PORTFOLIO CONSTRUCTION; CAPITAL MARKET ASSUMPTIONS; ENDNOTES
Dimensions
unknown
Extent
1 online resource
File format
unknown
Form of item
online
Isbn
9781119437727
Lccn
2018058407
Level of compression
unknown
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Note
O'Reilly
http://library.link/vocab/ext/overdrive/overdriveId
cl0501000071
Quality assurance targets
not applicable
Reformatting quality
unknown
Sound
unknown sound
Specific material designation
remote
System control number
(OCoLC)1078954286
Label
Achieving investment excellence : a practical guide for trustees of pension funds, endowments and foundations, Kees Koedijk, Alfred Slager, Jaap van Dam
Link
Publication
Copyright
Antecedent source
unknown
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
  • Intro; Table of Contents; About the Authors; Acknowledgments; Foreword; Introduction; LEVELS OF EXCELLENCE: ASSESSING AND IMPROVING YOUR PRACTICE; HOW TO USE THE BOOK; CHAPTERS OF THE BOOK; PART I: PENSION FUNDS: UNDERSTANDING THE ROLE, SHAPING THE MISSION; PART II: DESIGNING THE PROCESS; PART III: IMPLEMENTING THE INVESTMENTS; PART IV: ORGANIZING THE BOARD; PART V: LEARNING, ADAPTING AND IMPROVING; SELF-REFLECTION QUESTIONS; ENDNOTE; PART One: Pension Funds: Understanding the Role, Shaping the Mission; CHAPTER 1: The Role of Pension Funds, and the Role of Boards; THE ROLE OF PENSION FUNDS
  • THE PENSION TRIANGLEDUTIES OF TRUSTEES; UNDERSTANDING AND MANAGING YOUR STAKEHOLDERS; ENDNOTES; Case Study-GEPF; THE DUAL MANDATE DILEMMA; ENDNOTES; CHAPTER 2: Developing Purpose, Mission, Vision, and Goals; THE FUNCTIONS OF A PENSION FUND; PURPOSE; MISSION; VALUES; VISION; STRATEGIC GOALS; ENDNOTES; PART Two: Designing the Process; CHAPTER 3: Grasping the Investment Essentials; INVESTMENT GOALS; UNDERSTANDING RETURN CONCEPTS; UNDERSTANDING RISK CONCEPTS; STEERING YOUR PORTFOLIO; ENDNOTES; Case Study-PFZW
  • TAKING OWNERSHIP OF AND REBUILDING INVESTMENT PRINCIPLES AFTER THE GREAT FINANCIAL CRISISENDNOTE; CHAPTER 4: Investment Beliefs as Guiding Tools; WHY INVESTMENT BELIEFS MATTER; BASICS OF AN INVESTMENT BELIEF; DEVELOPING A SET OF INVESTMENT BELIEFS; WHEN, IF EVER, IS THE TIME TO CHANGE INVESTMENT BELIEFS?; HOW (NOT) TO USE INVESTMENT BELIEFS; ENDNOTES; Case Study-New Zealand Superannuation Fund; BUILDING A GLOBAL INVESTMENT FUND FROM SCRATCH WITH THE MISSION TO MAXIMIZE THE FUND'S LONG-TERM RETURN, AND INTEGRATE CLIMATE CHANGE IN A DEEP WAY CONSISTENT WITH THE LONG-HORIZON NATURE OF THE FUND
  • ENDNOTESCHAPTER 5: Designing the Investment Management Process; THE INVESTMENT PROCESS; SETTING OBJECTIVES: ALIGNING GOALS AND RISK APPETITE; FORMULATING EXPECTATIONS; PORTFOLIO CONSTRUCTION; IMPLEMENTATION AND MONITORING; THE INVESTMENT POLICY STATEMENT; ENDNOTES; CHAPTER 6: Organizing the Investment Function; INVENTORIZING INVESTMENT MODELS; DEVELOPING YOUR OWN INVESTMENT APPROACH; ENDNOTES; Case Study -- GPFG; BUILDING A LONG-TERM, RESPONSIBLE FUND ON SOLID ACADEMIC AND EVIDENCE-BASED PRINCIPLES; ENDNOTES; PART Three: Implementing the Investments
  • CHAPTER 7: Implementing the Investment StrategyORGANIZING THE IMPLEMENTATION; THE RATIONALE FOR MANAGING COSTS; SELECTION OF MANAGERS; ACTIVE vs. PASSIVE MANAGEMENT; INTERNAL vs. EXTERNAL MANAGEMENT; RELATIONSHIP WITH SUPPLIERS; BRIDGING THE IMPLEMENTATION GAP; ENDNOTES; Case Study-ATP; CREATING SCOPE FOR INVESTMENT SOPHISTICATION THROUGH CLARITY OF OBJECTIVES AND STRONG AND TRANSPARENT RISK MANAGEMENT; ENDNOTES; CHAPTER 8: Building the Investment Portfolio; FRAMEWORK FOR THE INVESTMENT PORTFOLIO; THE BOARD'S ROLE IN PORTFOLIO CONSTRUCTION; CAPITAL MARKET ASSUMPTIONS; ENDNOTES
Dimensions
unknown
Extent
1 online resource
File format
unknown
Form of item
online
Isbn
9781119437727
Lccn
2018058407
Level of compression
unknown
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Note
O'Reilly
http://library.link/vocab/ext/overdrive/overdriveId
cl0501000071
Quality assurance targets
not applicable
Reformatting quality
unknown
Sound
unknown sound
Specific material designation
remote
System control number
(OCoLC)1078954286

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