The Trustee Guide to Investment

1. The Pension Promise: How Do Pension Liabilities Arise?
Andrew Clare, Chris Wagstaff

2. Trustee Knowledge and Understanding, and Investment Governance: What Do Trustees Need to Know?
Andrew Clare, Chris Wagstaff

3. The Main Parties Trustees Deal with on Funding and Investment Issues: Who are the Main Pension Players?
Andrew Clare, Chris Wagstaff

4. The Macroeconomic Background to Pensions: Why Economics Matters
Andrew Clare, Chris Wagstaff

5. Cash: The Most Liquid of All the Asset Classes
Andrew Clare, Chris Wagstaff

6. Bonds: The Asset Class Trustees Fear the Most
Andrew Clare, Chris Wagstaff

7. Equities: The Traditional ‘Growth’ Asset Class
Andrew Clare, Chris Wagstaff

8. Real Estate: Putting Your Faith in Bricks and Mortar
Andrew Clare, Chris Wagstaff

9. Risk and Risk Management: Trustees as Risk Managers
Andrew Clare, Chris Wagstaff

10. Asset Allocation: The Big Decision
Andrew Clare, Chris Wagstaff

11. Derivatives: Instruments of Mass Destruction?
Andrew Clare, Chris Wagstaff

12. Interest Rate and Inflation Swaps: Swapping Payments You Don’t Want for Those That You Do
Andrew Clare, Chris Wagstaff

13. Alternative Asset Classes: An Alternative to What?
Andrew Clare, Chris Wagstaff

14. Portfolio Management: Analyzing and Generating Returns
Andrew Clare, Chris Wagstaff

15. Liability Driven Investment (LDI): An Exercise in Risk Management
Andrew Clare, Chris Wagstaff

16. Integrating Environmental, Social and Corporate Governance (ESG) Factors into the Investment Decision Making Process: An Altruistic Exercise?
Andrew Clare, Chris Wagstaff

17. Behavioural Finance: How Investors Really Make Investment Decisions
Andrew Clare, Chris Wagstaff

18. Manager Selection: How Do You Choose a Good Fund Manager?
Andrew Clare, Chris Wagstaff

19. Conclusion
Andrew Clare, Chris Wagstaff

Keywords: Business and Management, Business Finance, Investments and Securities, Finance, general, Accounting/Auditing, Economics, general, Personal Finance/Wealth Management/Pension Planning