This handbook was developed specifically for Investment Stewards - trustees, investment committee members, attorneys, accountants, institutional investors, and anyone else who is involved in managing investment decision-making.  The Handbook will serve as a foundation for prudent investment fiduciary practices.  It provides investment fiduciaries with an organized process for making informed and consistent decisions. 

The Practices identified in this handbook prescribe a timeless and flexible process for the successful management of investment decisions. Once familiar with the Practices, the Investment Steward will understand that no new investment product or technique is good or bad per se; nor will it be valuable simply because it worked for other fiduciaries. Furthermore, the Practices will help the Steward 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 Investment Steward to maintain a rational, disciplined investment program. The mind-boggling array of investment choices coupled with market noise from stock markets around the world understandably can result in financial paralysis from information overload. Stewards clearly need a framework for managing investment decisions that allows them to consider developing investment trends, and to thoughtfully navigate the possibilities.

This is a must-read for Investment Stewards with fiduciary responsibility.