The Trustee Governance Guide : The Five Imperatives of 21st Century Investing (2019)

個数:

The Trustee Governance Guide : The Five Imperatives of 21st Century Investing (2019)

  • 提携先の海外書籍取次会社に在庫がございます。通常3週間で発送いたします。
    重要ご説明事項
    1. 納期遅延や、ご入手不能となる場合が若干ございます。
    2. 複数冊ご注文の場合は、ご注文数量が揃ってからまとめて発送いたします。
    3. 美品のご指定は承りかねます。

    ●3Dセキュア導入とクレジットカードによるお支払いについて
  • 【入荷遅延について】
    世界情勢の影響により、海外からお取り寄せとなる洋書・洋古書の入荷が、表示している標準的な納期よりも遅延する場合がございます。
    おそれいりますが、あらかじめご了承くださいますようお願い申し上げます。
  • ◆画像の表紙や帯等は実物とは異なる場合があります。
  • ◆ウェブストアでの洋書販売価格は、弊社店舗等での販売価格とは異なります。
    また、洋書販売価格は、ご注文確定時点での日本円価格となります。
    ご注文確定後に、同じ洋書の販売価格が変動しても、それは反映されません。
  • 製本 Paperback:紙装版/ペーパーバック版/ページ数 140 p.
  • 言語 ENG
  • 商品コード 9783030210908
  • DDC分類 658.4092

Full Description

More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do?

The Trustee Governance Guide is here to help guide today's board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. 

Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: 

·         What is good governance, how do we know it when we see it, and why does it matter?

·         How much knowledge is necessary to be a competent board member?

·         How big should my endowment be?

·         What are the key elements of a diversified portfolio?

·         How much does cost matter?

·         What's the difference between socially responsible and ESG investing?

·         Can I focus on sustainability and still be a good fiduciary?

This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.

Contents

1. Introduction.- Part I The First Imperative: Be Well-Governed.- 2. Crisis.- 3. Fiduciary Duty.- 4. Good Governance.- Part II The Second Imperative: Be Knowledgeable and Beware of Common Errors.- 5. Human Error and Behavioral Finance.- 6. Knowledge Not Just for Knowledge's Sake.- 7. Origins of Financial Illiteracy.- Part III The Third Imperative: Be Diversified.- 8. 30,000 Products.- 9. Theory Time.- 10. Over-Diversification.- Part IV The Fourth Imperative: Be Disciplined and Control Costs.- 11. The Active Versus Passive Debate.- 12. Active Versus Passive: The Evidence.- 13. Cost Savings and What Really Matters.- Part V The Fifth Imperative: Be Impactful.- 14. Farewell to Uncle Milt.- 15. ESG Challenges.- 16. Ok, We've Bought In...Now What?.

最近チェックした商品