The Investment Committee Guide to Prudence by Cfa Jonathan Woolverton
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The Investment Committee Guide to Prudence

The Investment Committee Guide to Prudence


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About the Book

JJ's investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as a plan sponsor, a consultant, and a money manager. In the majority of these meetings, he has found that committee members lack three things: in-depth investment expertise to effectively carry out their fiduciary responsibilities, the necessary time allocation to administer and manage the investment program in the best interests of the beneficiaries, and the ability to develop an efficient monitoring system to hold all service providers accountable for the products and services they provide.


This book outlines the steps to be taken in establishing investment policy; formulating asset mix strategy; creating an appropriate investment management structure; undertaking investment manager searches; and highlighting the conflicts of interest, biases, and self-interests of the various service providers.


This book is designed to assist members of investment committees in their role as

fiduciaries/trustees/administrators.


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Product Details
  • ISBN-13: 9780228861607
  • Publisher: Tellwell Talent
  • Publisher Imprint: Tellwell Talent
  • Height: 229 mm
  • No of Pages: 274
  • Spine Width: 16 mm
  • Weight: 571 gr
  • ISBN-10: 0228861608
  • Publisher Date: 30 Dec 2021
  • Binding: Hardback
  • Language: English
  • Returnable: N
  • Sub Title: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets.
  • Width: 152 mm


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