Cargando…
Nonprofit asset management : effective investment strategies and oversight /
"An authoritative guide for effective investment management and oversight of endowments, foundations and other nonprofit investorsNonprofit Asset Management is a timely guide for managing endowment, foundation, and other nonprofit assets. Taking you through each phase of the process to create a...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Otros Autores: | , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ :
Wiley,
©2012.
|
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
| LEADER | 00000cam a2200000 a 4500 | ||
|---|---|---|---|
| 001 | EBOOKCENTRAL_ocn787845451 | ||
| 003 | OCoLC | ||
| 005 | 20240329122006.0 | ||
| 006 | m o d | ||
| 007 | cr cn||||||||| | ||
| 008 | 110826s2012 njua ob 001 0 eng d | ||
| 040 | |a E7B |b eng |e pn |c E7B |d OCLCQ |d CDX |d MHA |d OCLCQ |d OCLCF |d OCLCO |d N$T |d EBLCP |d TEFOD |d COD |d DEBSZ |d TEFOD |d OCLCQ |d S3O |d OCLCO |d OCLCQ |d OCLCO |d AZK |d OCLCO |d COCUF |d Z5A |d MOR |d PIFAG |d ZCU |d MERUC |d OCLCQ |d U3W |d STF |d WRM |d ICG |d VT2 |d OCLCQ |d WYU |d DKC |d AU@ |d OCLCQ |d UKCRE |d BOL |d VLY |d OCLCO |d UKAHL |d OCLCO |d OCLCQ |d OCLCO |d OCLCL |d OCLCQ | ||
| 019 | |a 779408794 |a 961515509 |a 962633376 |a 988456522 |a 988476805 |a 992114026 |a 1037751367 |a 1038557743 |a 1055351785 |a 1066431651 |a 1081284723 |a 1114421581 |a 1153464739 |a 1162447934 |a 1290104961 | ||
| 020 | |a 1118199170 |q (electronic bk.) | ||
| 020 | |a 9781118199176 |q (electronic bk.) | ||
| 020 | |a 9781118199145 |q (electronic bk.) | ||
| 020 | |a 1118199146 |q (electronic bk.) | ||
| 020 | |a 1280590033 | ||
| 020 | |a 9781280590030 | ||
| 020 | |a 9786613619860 | ||
| 020 | |a 6613619868 | ||
| 020 | |z 9781118004524 | ||
| 020 | |z 9781118199176 | ||
| 020 | |z 1118004523 | ||
| 029 | 1 | |a AU@ |b 000052898968 | |
| 029 | 1 | |a CHNEW |b 000619244 | |
| 029 | 1 | |a DEBBG |b BV040783444 | |
| 029 | 1 | |a DEBBG |b BV042741942 | |
| 029 | 1 | |a DEBBG |b BV044188030 | |
| 029 | 1 | |a DEBSZ |b 39717666X | |
| 029 | 1 | |a NZ1 |b 14976261 | |
| 035 | |a (OCoLC)787845451 |z (OCoLC)779408794 |z (OCoLC)961515509 |z (OCoLC)962633376 |z (OCoLC)988456522 |z (OCoLC)988476805 |z (OCoLC)992114026 |z (OCoLC)1037751367 |z (OCoLC)1038557743 |z (OCoLC)1055351785 |z (OCoLC)1066431651 |z (OCoLC)1081284723 |z (OCoLC)1114421581 |z (OCoLC)1153464739 |z (OCoLC)1162447934 |z (OCoLC)1290104961 | ||
| 037 | |a 3A57419C-25B2-4181-9AEB-1D46CDA9DF08 |b OverDrive, Inc. |n http://www.overdrive.com | ||
| 050 | 4 | |a HG4027.65 |b .R53 2012eb | |
| 072 | 7 | |a BUS |x 036000 |2 bisacsh | |
| 082 | 0 | 4 | |a 658.15/2 |2 23 |
| 084 | |a BUS074000 |2 bisacsh | ||
| 049 | |a UAMI | ||
| 100 | 1 | |a Rice, Matthew, |d 1974- |1 https://id.oclc.org/worldcat/entity/E39PCjKPgVF3c84JQvGVmfJHcq | |
| 245 | 1 | 0 | |a Nonprofit asset management : |b effective investment strategies and oversight / |c Matthew R. Rice, Robert A. DiMeo, Matthew P. Porter. |
| 260 | |a Hoboken, NJ : |b Wiley, |c ©2012. | ||
| 300 | |a 1 online resource (xv, 222 pages) : |b illustrations | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 340 | |g polychrome. |2 rdacc |0 http://rdaregistry.info/termList/RDAColourContent/1003 | ||
| 347 | |a data file | ||
| 504 | |a Includes bibliographical references (pages 206-207) and index. | ||
| 505 | 0 | |a pt. I. 1. The three levers and the investment policy : The three levers ; Investment policy statement ; Statement of purpose ; Statement of objectives ; Liquidity constraints ; Unique constraints or priorities ; Investment strategy ; Duties and responsibilities ; Investment manager evaluation ; Conclusion -- 2. Asset allocation : Modern portfolio theory ; Capital market assumptions: the building blocks of portfolio construction ; Shortcomings of modern portfolio theory ; Probabilistic optimization models -- The Frontier Engineer ; In the long run ... ; Strategic, tactical, and integrated asset allocation steering mechanisms ; The low volatility tailwind ; Tail risk hedging ; Counterparty risk ; Portfolio rebalancing ; Conclusion ; Notes -- 3. Traditional global financial asset classes : Global fixed-income asset classes ; Global equity asset classes ; Conclusion ; Notes -- 4. Traditional asset class manager selection : Manager search and selection ; Investment vehicles ; Active versus passive management ; When to terminate a manager ; Conclusion -- 5. Hedge funds : The evolution of hedge funds ; Modern hedge fund strategies ; Why invest in hedge funds? ; Alpha-beta framework, hedge funds, and fees ; Hedge fund indices and benchmarks ; Hedge fund terms and structures ; Fund of hedge funds versus direct investment ; Hedge fund investment due diligence ; Hedge fund operational due diligence ; Hedge funds in the post-2008 world ; Conclusion ; Notes -- 6. Private equity : Private equity investment strategies ; Why invest in private equity? ; Structure and terms ; Private equity risks ; Direct private equity versus private equity fund of funds ; Selecting private equity managers ; Benchmarks ; Conclusion ; Notes -- 7. Real assets : Commodities ; Equity real estate investment trusts and private real estate ; Farmland ; Energy infrastructure master limited partnerships ; Broad infrastructure investing ; Timberland ; Gold ; Other investible real asset categories ; Conclusion ; Note -- 8. Performance measurement and evaluation : Why monitor performance? ; Performance calculations ; Benchmarks ; Market index basics ; Investment style ; Major market indices ; Determining the right index ; Peer group universes ; Modern portfolio theory performance metrics ; Style analysis ; Portfolio analysis ; Performance reporting ; Conclusion. | |
| 505 | 0 | |a pt. II. 9. Structuring an effective investment committee : Procedures ; Committee structure ; Committee makeup ; When an investment committee needs outside help ; Effective use of the consultant ; Conclusion -- 10. Outsourced chief investment officer services : Overview ; Why outsource? ; Outsourced services ; What is done in conjunction with the committee? ; Potential benefits ; Finding a firm ; Characteristics ; The RFP ; Interviewing finalists ; Fees ; The contract ; Reporting ; Conclusion -- 11. Environmental, social, and corporate governance-focused investing : History and evolution ; Negative screening ; Postive screening ; Shareholder advocacy ; Community investing ; Strategy considerations ; Investment selection ; Separate accounts ; Mutual funds ; Commingled funds ; Exchange-traded funds ; Alternative investments ; Performance impact of ESG ; Incorporating ESG into investment policy ; Conclusion ; Notes -- 12. Selecting vendors : Custodians ; Record keepers and administrators ; Broker/deaders ; Transition managers ; Conclusion -- 13. Hiring an investment consultant : The investment consultant ; Identifying a qualified investment consultant ; Effective use of a consultant ; Conclusion -- 14. Behavioral finance : Trying to break even ; Snake bitten ; Biased expectations and overconfidence ; Herd mentality ; Asset segregation or mental accounting ; Cognitive dissonance ; Anchors ; Fear of regret and seeking pride ; Representativeness ; Familiarity ; Investor personality types ; Risk-seeking behavior ; Naturally occurring Ponzi schemes and market bubbles ; Conclusion ; Note -- 15. Legal aspects of investing charitable endowment, restricted, and other donor funds : Nature of endowment or restricted funds ; Endowments created by the board ; Donor-created endowment funds ; Donor-created restricted gifts or funds ; GAAP accounting treatment ; General statement about investing endowment ; Context: the historical prudent man rule ; Trusts: the Prudent Investor Act ; Uniform Prudent Management of Institutional Funds Act ; Private foundation rules ; Conclusion -- Final thoughts : Takeaways ; Conclusions -- Appendix : Case study: developing capital market assumptions. | |
| 520 | |a "An authoritative guide for effective investment management and oversight of endowments, foundations and other nonprofit investorsNonprofit Asset Management is a timely guide for managing endowment, foundation, and other nonprofit assets. Taking you through each phase of the process to create an elegant and simple framework for the prudent oversight of assets, this book covers setting investment objectives; investment policy; asset allocation strategies; investment manager selection; alternative asset classes; and how to establish an effective oversight system to ensure the program stays on track. Takes you through each phase of the process to create an elegant and simple framework for the prudent oversight of nonprofit assets A practical guide for fiduciaries of endowment, foundation, and other nonprofit funds Offers step-by-step guidance for the effective investment management of assets Created as a practical guide for fiduciaries of nonprofit funds--board members and internal business managers--Nonprofit Asset Management is a much-needed, step-by-step guide to the effective investment management of nonprofit assets"--Provided by publisher | ||
| 546 | |a English. | ||
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Nonprofit organizations |x Finance. | |
| 650 | 0 | |a Nonprofit organizations |x Management. | |
| 650 | 6 | |a Associations sans but lucratif |x Finances. | |
| 650 | 6 | |a Associations sans but lucratif |x Gestion. | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Nonprofit Organizations & Charities. |2 bisacsh | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Investments & Securities |x General. |2 bisacsh | |
| 650 | 7 | |a Nonprofit organizations |x Finance |2 fast | |
| 650 | 7 | |a Nonprofit organizations |x Management |2 fast | |
| 700 | 1 | |a DiMeo, Robert A. | |
| 700 | 1 | |a Porter, Matthew, |d 1971- |1 https://id.oclc.org/worldcat/entity/E39PCjCCB8tTbWDhJ4PyMCcFJC | |
| 776 | 0 | 8 | |i Print version: |a Rice, Matthew, 1974- |t Nonprofit asset management. |d Hoboken, NJ : Wiley, ©2012 |w (DLC) 2011035474 |
| 856 | 4 | 0 | |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=817757 |z Texto completo |
| 936 | |a BATCHLOAD | ||
| 938 | |a Askews and Holts Library Services |b ASKH |n AH25063593 | ||
| 938 | |a Coutts Information Services |b COUT |n 22302898 | ||
| 938 | |a EBSCOhost |b EBSC |n 437646 | ||
| 994 | |a 92 |b IZTAP | ||