Friday, July 8, 2011

CFA Institute Offering Free Primer For Trustees

This handy 120-page document offers a nice coverage of topics including governance structure, investment policy, investment objectives and risk tolerance and ethics in investing. And if you want to delve deeper into the ethics part of it then you should go for the Institute's Code of Ethics and Standards of Practice Handbook. These will help you navigate safely through ethical dilemmas. Both are them are also available for a free download.

Happy reading!

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