Fiduciary Primer

Best practices for managing an investment pool

The Fiduciary Primer was created for Investment Committee members, whether new to the role or experienced, governing all types of asset pools including defined benefit plans, defined contribution plans, endowments, foundations, healthcare systems, public funds or Taft-Hartley plans.

Each brief chapter covers the “need-to-know” particulars and best practices on one aspect of managing an investment pool. References at the end of chapters provide interested readers with direction on how to delve further into the subject matter. Finally, the appendix contains definitions of the most commonly used words in managing investment pools.

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