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Best Practices for Investment Committees Paperback – Jul 10 2007


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From the Back Cover

Harness the power of the 401(k) investment committee to guardagainst financial liability and streamline your investmentprogram

In today's complex, increasingly-litigious world, you mustensure that your investment decision process is sound andefficient. A well-managed investment committee is the key tosurvival and success.

Packed with numerous resources and examples, this clear guidewill help you avoid legal and financial pitfalls and find answersto critical questions:

  • What constitutes a prudent committee selection and operationprocess?
  • How should a committee be governed?
  • How much reliance should a committee place on outsideconsultants?
  • How should committee members be selected?
  • How are best practices articulated and implemented?

You will learn to:

  • Serve successfully on an investment committee
  • Enable effective management
  • Implement a robust investment policy

An adept investment committee helps you identify crucial issuesand get the job done right.

About the Author

Rocco DiBruno, AIFA®, CIMA®, is a managingdirector and director of the Thornburg Retirement Group atThornburg Investment Management. He has over thirty years'experience working with financial advisors and plan sponsors in theretirement plan sales, consulting, marketing, and productdevelopment. Rocco received his Certified Investment ManagementAnalyst® (CIMA) designation from the Investment ManagementConsultants Association and his Accredited Investment FiduciaryAnalyst® (AIFA) designation from the Center for FiduciaryStudies. He is also a frequent industry speaker on retirementindustry trends and fiduciary governance.

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Amazon.com: 1 review
endowment committee April 18 2014
By alvin - Published on Amazon.com
Format: Paperback Verified Purchase
short and to the point. good to review important issues..
not many book choices on this subject. hope it help you.

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