Asset Management Oversight Series

Currently Available

• Setting the Course (Asset Management Basics)

• Understanding Investment Risk

• Overseeing the Course

• Investment Beliefs

• Overseeing Investment Operations

• Corporate Governance and Proxy Voting - An Overview

• The Basics of Private Equity Investing and Costs

• Corporate Governance in the US

Planned

• Outsourcing Investment Management

• Should We Manage Assets Internally?

• Board Oversight of Delegated Investment Strategy

• Investment Strategies and Policies Review

• Board Oversight of Private Equity

• What the Board Should Know About Due Diligence and Monitoring

• Understanding Performance Reporting, Valuations, Investment Accounting

• A Primer on Asset Classes

• ESG and International Corporate Governance

• The Key Investment Theories Trustees Should Know