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Are you a fiduciary who oversees a long-term investment fund?
If so, then your role differs fundamentally from those of other investment fiduciaries. With that in mind, we have published this brochure to examine the key issues and essential principles that you should consider in your decision making process. In it, we examine the 6 Ps of investment stewardship:
- Purpose
- Policy
- Portfolio
- Process
- People
- Perspective
Download your copy today to review these principles and how they relate to your non-profit institution, whether it be educational, a religious or charitable endowment, foundation, hospital asset pool or pension fund.