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120319s2012 njua o 001 0 eng d |
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|a 1118199170 (electronic bk.)
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|a 9781118199176 (electronic bk.)
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|z 9781118004524 (hardback)
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|a HG4027.65
|b .R53 2012
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| 100 |
1 |
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|a Rice, Matthew,
|d 1974-
|0 http://id.loc.gov/authorities/names/n2011060591
|1 http://viaf.org/viaf/187118586
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| 245 |
1 |
0 |
|a Nonprofit asset management :
|b effective investment strategies and oversight /
|c Matthew Rice, Robert A. DiMeo, Matthew P. Porter.
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| 260 |
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|a Hoboken, N.J. :
|b Wiley,
|c c2012.
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| 300 |
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|a 1 online resource.
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| 336 |
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|a text
|b txt
|2 rdacontent
|0 http://id.loc.gov/vocabulary/contentTypes/txt
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| 337 |
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|a computer
|b c
|2 rdamedia
|0 http://id.loc.gov/vocabulary/mediaTypes/c
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| 338 |
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|a online resource
|b cr
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|0 http://id.loc.gov/vocabulary/carriers/cr
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| 490 |
0 |
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|a Wiley nonprofit authority
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| 500 |
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|a Description based on print version record.
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| 500 |
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|a Includes index.
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| 505 |
0 |
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|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 --
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| 505 |
0 |
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|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.
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| 650 |
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0 |
|a Nonprofit organizations
|x Finance.
|0 http://id.loc.gov/authorities/subjects/sh95002242
|
| 650 |
|
0 |
|a Nonprofit organizations
|x Management.
|0 http://id.loc.gov/authorities/subjects/sh2008108402
|
| 650 |
|
7 |
|a Nonprofit organizations
|x Finance.
|2 fast
|0 http://id.worldcat.org/fast/fst01038899
|
| 650 |
|
7 |
|a Nonprofit organizations
|x Management.
|2 fast
|0 http://id.worldcat.org/fast/fst01038913
|
| 700 |
1 |
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|a DiMeo, Robert A.
|0 http://id.loc.gov/authorities/names/n95113346
|1 http://viaf.org/viaf/28785583
|
| 700 |
1 |
|
|a Porter, Matthew,
|d 1971-
|1 http://viaf.org/viaf/177594397
|
| 776 |
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|c Original
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|z 1118004523
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