This handbook is about the Practices that define a global fiduciary standard of excellence for Investment Managers- investment fiduciaries who make investment decisions including money managers who are responsible for seperate accounts, mutual funds, commingled trusts, and unit trusts. 

The Practices identified in this handbook prescribe a timeless and flexible process for the evaluation of Investment Managers.  The Practices will help fiduciaries understand which new investment strategies, products, and techniques fit into their priorities, and which do not.

The intelligent and prudent management of investment decisions requires the fiduciary to maintain a rational, disciplined investment program.  The mind-boggling array of investment choices, coupled with market noise from stock markerts around the world, understandable can result in financial paralysis from information overload.  Fiduciaries clearly need a framwork for managing investment decisions that allows them to consider developing investment trends, and to thoughtfully navigate the possibilities.