Daniel Bancroft

A Process for Prudent Institutional Investment Daniel Bancroft

A Process for Prudent Institutional Investment, a non-fiction Business/Investment guide and reference book, will professionally assist you and your advisors establish and maintain your program, be it a corporate retirement plan, a nonprofit endowment fund or of personal assets to be managed. The criteria of costs, performance, suitability, service, compliance, and ethics are well covered. Policy decisions made, therefore, would be significantly enhanced so as to help you meet your primary responsibility of performing in a manner which is most beneficial to your program. This unique guide explains and coordinates multiple disciplines (vs. current publications of one or two disciplines). Therefore, each Fiduciary, Board, Committee member, advisor, or individual investor would be guided to manage a cohesive program which would stand tall among participants, donors and regulators.