Active Portfolio Management | Ricahrd C. Grinold and Ronald N. Kahn, 2nd ed., McGraw-Hill, 2000 |
AGB Board of Directors Statement on Conflict of Interest | AGB Board of Directors, 2009 |
AGB Glossary of Financial Terms | |
AGB Statement on Board Accountability | AGB Board of Directors, 2007 |
| Robert A. Jaeger, McGraw-Hill, 2003 |
An Unconventional Approach to Institutional Investing | David F. Swensen. The Free Press, 2000 |
| Hunter Lewis, Axios Press, 2007 |
Asset Allocation: A Handbook of Portfolio Policies, Strategies, and Tactics | Robert Arnott and Frank J. Fabozzi, eds., Probus Publishing Co., 1988 |
Classics: An Investor’s Anthology | Charles D. Ellis and James R. Vertin, eds., Dow-Jones Irwin, 1989 |
Commonfund's Benchmark Studies® | Commonfund Institute, Foundations Report, Healthcare Report, Operating Charities, Revised Annually |
Creating and Using Investment Policies: A Guide for Nonprofit Boards | Robert P. Fry, Jr., Association of Governing Boards of Universities and Colleges, 1997
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| Commonfund Institute Whitepaper, 2005 |
Dow 36,000: The New Strategy for Profiting from the Coming Rise in the Stock Market | James K. Glassman and Kevin A. Hassett, Times Books, 1999 |
Endowment Asset Management | Shanta Acharaya and Elroy Dimson, Oxford University Press, 2007 |
| William T. Spitz, Association of Governing Boards of Universities and Colleges, Board Basics Series, 1997 |
| John S. Griswold, AGB Board Basics Series--Financial Matters 2007 |
Endowment Management, A Practical Guide | Jay A. Yoder, Association of Governing Boards of Universities and Colleges, 2004 |
Endowment: Perspectives, Policies, & Management | William F. Massy, Association of Governing Boards of Universities and Colleges, 1990 |
Endowment-Spending Policies | |
Financial Responsibilities of Governing Boards | William S. Reed, Association of Governing Boards of Universities and Colleges, 2001 |
Foundation & Endowment Investing | Lawrence E. Kochard and Cathleen M. Rittereiser, John Wiley & Sons, Inc., 2008 |
Foundation Trusteeship, Service in the Public Interest | John Nasson, Council on Foundations, 1989
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Funds for the Future: College Endowment Management for the 1990s | J. Peter Williamson, The Common Fund in cooperation with Association of Governing Boards of Universities and Colleges, and National Association of College and University Business Officers, 1993 |
Governance. Your Board: Dynamic or Dysfunctional? | Commonfund Institute, Monograph Series, 2005
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Guidebook for Directors of Nonprofit Corporations
| George W. Overton and Jeannie Carmedelle Frey, eds., American Bar Association, 2002 |
Handbook of Alternative Assets | Mark J.P. Anson, 2nd ed., John Wiley & Sons, Inc., 2006 |
Hedge Fund and Absolute Return Strategies | Commonfund Institute, Monograph Series, 2005 |
How Efficient is Your Frontier? | Commonfund Institute Whitepaper, 2003 |
How to Write an Investment Policy Statement | Jack Gardner, Marketplace Books, 2003 |
Inflation: Avoid that Sinking Feeling | Commonfund Institute, Monograph Series, 2005 |
Investing in a Sustainable World | Matthew J. Kiernan, PhD, AMACOM 2009 |
Investment Management - Meeting the Noble Challenges of Funding Pensions, Deficits and Growth | Foreword by Joel Chernoff, Edited by Wayne H. Wagner and Ralph A. Rieves, John Wiley & Sons, Inc., 2009 |
| William F. Sharpe and Gordon J. Alexander, 4th ed., Prentice-Hall, 1989 |
| Robert J. Shiller, Princeton University Press, 2000 |
Margin of Excellence – The New Work of Higher Education Foundations | Edited by Rick D. Legon, © AGB 2005 |
NACUBO-Commonfund Study of Endowments (NCSE) | NACUBO and Commonfund, Revised Annually |
Nonprofit Governance - Laws, Practices and Trends | Bruce R. Hopkins and Virginia C. Gross, John Wiley & Sons, Inc. 2009 |
Nonprofit Investment Policies | Robert P. Fry, John Wiley & Sons, 1998 |
Performance Expectations and Reality: Smaller vs. Larger Endowments | Commonfund Institute, Monograph Series, 2005 |
Performance Presentation Standards | Financial Analysts Federation, adopted as amended by the Committee for Performance Presentation Standards, April 1990 |
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment | David F. Swensen, Free Press, 2000 |
Plight of the Fortune Tellers | Riccardo Rebonato, Princeton University Press, 2007 |
Principles of Real Estate Investment | |
Risk Bucketing – Keeping an Eye on What Is Important | Commonfund Institute Whitepaper, 2005 |
Spending Policy for Educational Endowments | Richard M. Ennis and J. Peter Williamson, The Common Fund, 1976 |
Strategic Asset Allocation | John Y. Campbell and Luis M. Viciera, Oxford University Press, 2002 |
Strategic Finance, Planning and Budgeting for Boards, Chief Executives, and Finance Officers | by Kent John Chabotar © AGB 2006
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Succeed in Private Capital Investing | |
The Asset Allocation Debate: All About Alpha | Commonfund Institute, Monograph Series, 2005 |
The Complete Guide to Securities Transactions | Wayne H. Wagner, ed., John Wiley & Sons, 1989 |
The Financial Analyst’s Handbook | Sumner N. Levine, ed., 2nd ed., Dow-Jones Irwin, 1988
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The Handbook of Nonprofit Governance | |
The Handbook on Private Foundations | David F. Freeman, Council on Foundations, 1991 |
| John H. Biggs, Association of Governing Boards of Universities and Colleges, Board Basics Series, 1997 |
The Law and the Lore of Endowment Funds | William L. Cary and Craig B. Bright, The Ford Foundation, 1969 |
The Management of Investment Decisions | Donald B. Trone, William Allright, Philip Taylor, Irwin Books, 1996 |
The Nonprofit Policy Sampler, Second Edition | |
The Role of Hedge Funds in Nonprofit Investment Management | |
The Standards of Measurement and Use for Investment Performance Data | Investment Counsel Association of America, 1988 |
The Yale Endowment, Updates 1996-2008 | |
Understanding the Four Levers of Fiduciary Responsibility | Commonfund Institute Whitepaper, 2005
|
Welcome to the Jungle - A Business Officer's Guide to Independent School Finance and Operations | Mari Brown and Marc Levinson, NBOA 2009 |
| Commonfund Institute Whitepaper, Reprinted 2004 |
Winning the Loser’s Game: Timeless Strategies for Successful Investing | Charles D. Ellis, McGraw-Hill, 5th Edition 2010 |
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