4/23 What is the Investment Philosophy and What is the Appropriate Organization’s Asset Allocation? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 4 Designing – the optimal portfolio. The Management of Investment : Irwin Professional Publishing, p. 71-102. Decisions. Review State of MN Investment Board Guidelines Answer questions on investment philosophy and asset allocation. 4/25 How does one Measure Investment Performance? What is Attribution Analysis? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 8 – Monitoring the portfolio. The Management of Investment : Irwin Professional Publishing. Decisions. Optional Read: Bodie, Z., Kane, A.,& Marcus, A. J. (2004). Chapter 20 – Performance evaluation and active portfolio management. : McGraw-Hill/Irwin, 682-712. Essentials of Investments. Review Actual Guthrie Theater Foundation Endowment September 2013 Investment Performance Report Answer questions on the material. 4/30 What are the Special Issues Related to Public Retiree Plans? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 16 Public – Funds. : Irwin The Management of Investment Decisions. Professional Publishing. Read: Coggan, P. (2011). Falling short, April 7, 2011. The Economist, Read: Pew Trust (2008). Pension Report (Review pages 1-18) Answer pension questions. 5/2 What are the Special Issues Related to Nonprofit Endowments? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 14 – Endowments and Foundations. The Management of Investment : Irwin Professional Publishing. Decisions. Review Case: Difficulties Financing a Nonprofit/Municipal Capital project: The and answer questions. Guthrie Theater 5/4 Exam 4-6:00
4/23 What is the Organization’s Investment Philosophy and What is the Appropriate Asset Allocation? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 4 – Designing the optimal portfolio. The Management of Investment Decisions. : Irwin Professional Publishing, p. 71-102. Review State of MN Investment Board Guidelines Answer questions on investment philosophy and asset allocation. 4/25 How does one Measure Investment Performance? What is Attribution Analysis? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 8 – Monitoring the portfolio. The Management of Investment Decisions. : Irwin Professional Publishing. Optional Read: Bodie, Z., Kane, A.,& Marcus, A. J. (2004). Chapter 20 – Performance evaluation and active portfolio management. Essentials of Investments. : McGraw-Hill/Irwin, 682-712. Review Actual Guthrie Theater Foundation Endowment September 2013 Investment Performance Report Answer questions on the material. 4/30 What are the Special Issues Related to Public Retiree Plans? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 16 – Public Funds. The Management of Investment Decisions. : Irwin Professional Publishing. Read: Coggan, P. (2011). Falling short, The Economist, April 7, 2011. Read: Pew Trust (2008). Pension Report (Review pages 1-18) Answer pension questions. 5/2 What are the Special Issues Related to Nonprofit Endowments? Read: Trone, D. B., Allbright, W. R., & Taylor, P. R. (1996). Chapter 14 – Endowments and Foundations. The Management of Investment Decisions. : Irwin Professional Publishing. Review Case: Difficulties Financing a Nonprofit/Municipal Capital project: The Guthrie Theater and answer questions. 5/4 Exam 4-6:00