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- The Importance of Investment Policy: A Simple Answer To A Contentious Question
- The long-held belief that investment policy accounts for more than 90% of performance results has recently been questioned by critics of the study that established this belief. While the critics suggested - but failed to agree on -- alternative measures to better estimate the importance of investment policy, they unanimously...
- White papers 2003-01-01
- Investment Policy, Financial Policies, and the Control of Agency Conflicts
- This paper analyzes the interaction among investment, financing and hedging policies in a model where managers derive perquisites from investment. In this model, both hedging and financing policies affect a firm's investment policy, thus changing costs of over- and underinvestment. The paper demonstrates that combinations of financing and hedging policies...
- White papers 2004-04-01
- The OECD Initiative on Investment for Development: A Policy Framework for Investment: Investment Policy
- This paper addresses one of the policy areas covered in the Policy Framework for Investment within the context of the OECD Initiative on Investment for Development - investment policy. The purpose of this paper is to examine how investment policy contributes to an environment that is attractive to domestic and...
- White papers 2005-07-05
Additional Resources
- A Policy Framework for Investment: Investment Policy
- This paper addresses one of the policy areas covered in the Policy Framework for Investment within the context of the OECD Initiative on Investment for Development - investment policy.1 The purpose of this paper is to examine how investment policy contributes to an environment that is attractive to domestic and...
- White papers 2005-10-25
- Creating Investment Policy
- An investment policy statement is an important document that will develop a "blueprint" for managing an organization's assets. A well-developed statement will establish long-term objectives, promote adherence to these objectives, provide a disciplined process, and serve as a guide through difficult markets. Creating an asset allocation policy is an interactive...
- White papers 2003-04-22
- Value Vanquishes the Bear.(Ford Foundation's director of investment policy research Laurence B. Siegel discusses value strategies)(Interview)
- Laurence B. Siegel, director of investment policy research at the Ford Foundation, has great investment instincts. But he knows too much to follow them blindly, preferring instead to temper instinct with disciplines developed over a lifetime of exper Laurence B. Siegel, director of investment policy research...
- Research articles 2002-08-01
- Investment Policy and Management Agreement.
- INVESCO Perpetual European Investment Trust plc (the "Company") PROPOSED CHANGES TO INVESTMENT POLICY AND MANAGEMENT AGREEMENT Background The Board regularly reviews the strategy and direction of the Company with the objective of ensurINVESCO Perpetual European Investment Trust plc (the "Company")...
- Research articles 2005-02-16
- Jardine Fleming China Region Fund, Inc. Announces Change to Investment Policy to Better Reflect Historical Investment Approach
- Business Editors The Board of Directors of Jardine Fleming China Region Fund, Inc. (NYSE:JFC) announces that, effective immediately, the Fund's investment policy is amended to better reflect its historical investment approach by requiring that under normal circumstances at least 80% of the Fund's net assets, plus the amount of...
- Research articles 2002-07-15
- INVESCO PROPERTY INCOME TRUST LIMITED - Investment Policy and Borrowing Limits.
- Invesco Property Income Trust Limited HEADLINE: Circular re investment policy and borrowing limits Further to the announcement on 17 December, the Company is today posting a circular to shareholders convening an extraordinary ...
- Research articles 2007-12-21
- Nuveen Preferred and Convertible Income Funds Raise Monthly Distribution, Adopt New Investment Policy and Managed Distribution Policy
- CHICAGO -- Nuveen Investments, a leading provider of diversified investment services, today announced an increase of $0.01 and $0.011 per common share, respectively, in the regular monthly distribution for Nuveen Preferred and Convertible Income Fund (NYSE:JPC) and Nuveen Preferred and Convertible Income Fund 2 (NYSE:JQC), to $0.095 per common share...
- Research articles 2006-05-01
- Investment Policy Guidelines & Strategies Within the Context of the 1992 Restatement of the Prudent Investor Rule
- The purpose of this paper is to summarize TAM's investment policy guidelines and strategies for the management of client assets. The basic goals are to provide the clients with a basic foundation on which to build the most appropriate investment strategy and to assist them in developing the confidence to...
- White papers 2002-12-11
- Investors Capital Advisory Services Adds Former Fed Reserve Economist Lieberman To Investment Policy Committee
- LYNNFIELD, Mass. -- Investors Capital Advisory Services ICAS, the Registered Investment Advisor of Investors Capital Holdings (AMEX: ICH), is pleased to announce the addition of Dr. Charles Lieberman to its Investment Policy Committee. Dr. Lieberman is the Chief Investment Officer of separate account manager Advisors Capital Management, LLC. He is...
- Research articles 2008-05-16
- Investors Capital Advisory Adds ValueWorks Founder and CIO Charles Lemonides To Investment Policy Committee
- LYNNFIELD, Mass. -- Investors Capital Advisory Services ICAS, the Registered Investment Advisor of Investors Capital Holdings (AMEX: ICH), is pleased to announce the addition of Charles Lemonides to its Investment Policy Committee. Mr. Lemonides is the Founder and Chief Investment Officer of separate account manager ValueWorks, LLC. "The committee...
- Research articles 2008-07-08
- Cathie Jo Martin, Stuck in Neutral: Business and the Politics of Human Capital Investment Policy.(Review) (book review)
- Cathie Jo Martin, Stuck in Neutral: Business and the Politics of Human Capital Investment Policy. Princeton, NJ: Princeton University Press, 2000. 280 pp. $19.95 paper; $49.50 cloth. Martin challenges the view that big business wields enormous influence over America's political agenda and is responsible...
- Research articles 2000-09-22
- Does ERISA Require An Investment Policy Statement?
- From the executive summary: ‘Experts indicate that the legal responsibility for the investments in 401k plan rests with the corporate officers who oversee the management of the plan's assets even if the duties are delegated to investment managers. The paper addresses the question of whether the Employment Retirement Income Security...
- White papers 2002-01-01
- Message to the Congress transmitting a report on United States Trade and Investment Policy for Sub-Saharan Africa and Implementation of the African Growth and Opportunity Act
- May 20, 2004 To the Congress of the United States: Consistent with title I of the Trade and Development Act of 2000, I am providing a report prepared by my Administration entitled "2004 Comprehensive Report on U.S. Trade and Investment Policy for Sub-Saharan Africa and Implementation of the...
- Research articles 2004-05-24
- Message to the Congress transmitting the "2005 Comprehensive Report on U.S. Trade and Investment Policy Toward Sub-Saharan Africa and Implementation of the African Growth and Opportunity Act"
- May 19, 2005 To the Congress of the United States: Consistent with title I of the Trade and Development Act of 2000, I am providing a report prepared by my Administration, the "2005 Comprehensive Report on U.S. Trade and Investment Policy Toward Sub-Saharan Africa and Implementation of the...
- Research articles 2005-05-23
- Blind faith.(investment policy)(Brief Article)
- Mar 08, 2005 (Superfunds - ABIX via COMTEX) Ross Gustafson does not believe that fixed interest fund managers should use benchmarks as the basis of their investment policy. Gustafson, of Tyndall Asset Management, says such an approach represents a "blind" strategy, and that...
- Research articles 2005-03-08
- Message to the Congress Transmitting a Report on United States Trade and Investment Policy Toward Sub-Saharan Africa and Implementation of the African Growth and Opportunity Act
- May 18, 2001 To the Congress of the United States: As required by section 106 of title I of the Trade and Development Act of 2000 (Public Law 106-200), I transmit herewith the 2001 Comprehensive Report of the President on U.S. Trade and Investment Policy toward Sub-Saharan Africa...
- Research articles 2001-05-28
- INVESTMENT POLICY: ASK THE RIGHT QUESTION; IBBOTSON, SURZ AGREE TO DISAGREE ON WHAT MATTERS AND HOW TO WRITE IT.
- Two recent, separate studies re-examine the significance of asset allocation on performance. Or, in other words, they ask, ``What is the importance of investment policy?'' Between the two studies there is significant disagreement about what matters and how to write it up. One of...
- Research articles 1999-05-17
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