Investing in Pension Funds and Endowments

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McGraw Hill Professional, Feb 22, 2003 - Business & Economics - 440 pages
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On the heels of Enron and other high-profile debacles, the performance of pension fund managers is one of today's hot-button topics. Investing in Pension Funds and Endowments provides tools and guidance for managers to operate prudently while achieving the high rates of return required for successful longterm asset growth. This accessible how-to reference covers all aspects of tax-free investing for pension funds, endowments, trusts, and foundations.

 

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Contents

Investment Returns
1
Risk
27
CHAPTER 3 Investment Objectives
46
CHAPTER 4 Asset Allocation
66
CHAPTER 5 Selecting Investment Managers
102
CHAPTER 6 Managing Investment Managers
131
CHAPTER 7 Investing in Real Estate
163
CHAPTER 8 Alternative Asset Classes
177
CHAPTER 12 Information Retrieval
255
CHAPTER 13 Governance
260
Liabilities
284
CHAPTER 15 Coordinating Pension Financing at a Companys Subsidiaries
296
CHAPTER 16 DefinedBenefit Plans Versus DefinedContribution Plans
309
CHAPTER 17 Endowment Funds
316
CHAPTER 18 Aphorisms
337
Answers to Chapter Review Questions
357

CHAPTER 9 Negotiating Agreements for Private Investments
204
CHAPTER 10 The Master Trustee
225
CHAPTER 11 Bells and Whistles
236
Bibliography
395
Index
397
Copyright

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About the author (2003)

Russell Olson has over three decades of experience as an institutional investing consultant and manager. The former director of pension investments for Eastman Kodak, Olson holds an M.B.A. from Harvard Business School and is also the author of The Independent Fiduciary.

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