Achieving Investment Excellence

IMPROVE FUND PERFORMANCE THROUGH ENHANCED UNDERSTANDING AND EFFECTIVE GOVERNANCE Trustees play an essential role in the success of pension funds and other long-term asset organizations. The performance of such funds depends on the trustee's level of knowledge and expertise. Whether you are a new or experienced trustee, Achieving Investment Excellence will help you safeguard fund performance while remaining faithful to the fund's mission and long-term strategic goals. Inside, you'll learn how to effectively and confidently steer your fund's portfolio with a thorough understanding of risk concepts, return expectations and key investment tools and benchmarks. With an ability to thoroughly assess the quality of your investment set-up, you will be ready to engage in strategic changes that can yield real, measurable gains for your fund. The board is key in achieving long-term investment success. Achieving Investment Excellence is peppered with discussion questions, case studies and practical tools you can implement to immediately begin improving board effectiveness and fund performance. Regardless of fund size, you can realize greater returns, simply by improving your understanding of how the board designs, guides and monitors investment. Embrace the opportunity inherent in the trustee role and begin focusing the investment agenda on what really matters.