This one-day training program will be of interest to those individuals in higher education who are new to institutional investing and others who have investment management among their many responsibilities.
The morning will begin with an introduction to capital market basics and the characteristics of equity and fixed income investments. This will lead into a description and comparison of active and passive management styles, questions of manager structure and selection, and performance measurement techniques.
The afternoon will focus on the management of endowment funds. Keys to a successful investment program will be discussed, as will legal, regulatory, and fiduciary issues. Factors to be considered in the development of investment and spending policies will be presented. The afternoon session will be enhanced by contributions from university investment professionals, who will present examples from their own institutions.