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Does your family need an INVESTMENT POLICY STATEMENT? Creating and documenting a policy can help the family make investment decisions.

• Authors : STEEN, MARGARET

Subjects: *INVESTMENT policy; *DECISION making

• Source: Family Business. Mar/Apr2024, Vol. 35 Issue 2, p46-49. 4p.

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La-Z Investing.

• Authors : Baldwin, William

Subjects: *INVESTMENT policy; *VALUE investing (Finance); *INVESTMENTSLSV Asset Management (Company) LSV Asset Management (Company) LSV Asset Management (Company) 003261844LAKONISHOK, Josef

• Source: Forbes. Feb/Mar2024, Vol. 207 Issue 1, p48-50. 2p. 1 Color Photograph.

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CALPERS COMMITS $5 BILLION TO ALTS.

Subjects: *PRIVATE equity funds; *VENTURE capital; *ALTERNATIVE investmentsCALIFORNIA. Public Employees' Retirement System

• Source: Pensions & Investments. 11/20/2023, Vol. 51 Issue 18, p26-26. 1p.

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CalSTRS expected to consider using leverage to manage risk.

• Authors : Jacobius, Arleen (AUTHOR)

Subjects: *PRIVATE equity funds; *TEACHER retirement; *INVESTMENT policyCALIFORNIA

• Source: Pensions & Investments. 11/6/2023, Vol. 51 Issue 17, p3-3. 1p.

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Tough to pick a winner.

Subjects: *INVESTMENT policy; *VALUE investing (Finance); *GROWTH stocks

• Source: Dow Theory Forecasts. 11/13/2023, Vol. 79 Issue 46, p1-5. 3p.

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Why work with a financial advisor? Perspective from one.

• Authors : Allen, Nicolas

Subjects: *FINANCIAL planners; *CONSULTANTS; *INVESTMENT advisors

• Source: Business Journal Serving Fresno & the Central San Joaquin Valley. 3/29/2024, Issue 3259538, p8-8. 1/2p.

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The Real Effects of Internal Audit Function Quality: Evidence From Investment Strategies.

• Authors : Abbott, Lawrence J.; Barr-Pulliam, Dereck; Buslepp, William L.

Subjects: INTERNAL auditing; INVESTMENT policy; CAPITAL investments

• Source: Journal of Accounting, Auditing & Finance; Apr2024, Vol. 39 Issue 2, p540-567, 28p

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How to find the money manager data online.

Subjects: *INVESTMENT policy

• Source: Pensions & Investments. 6/12/2023, Vol. 51 Issue 9, p17-17. 1p.

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Low-cost, active ETFs prove to be a bright spot: Despite rocky markets, some managers see assets increase in 2022.

• Authors : O'Donnell, Kathie (AUTHOR)

Subjects: *EXCHANGE traded funds; *ASSETS (Accounting); *INVESTORS

• Source: Pensions & Investments. 6/12/2023, Vol. 51 Issue 9, p18-18. 1p.

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Family offices put greater emphasis on impact: More family offices are using their unique position to craft mission-driven ESG investment strategies.

• Authors : McCann, Bailey (AUTHOR)

Subjects: *SUSTAINABLE investing; *OFFICES; *ENVIRONMENTAL responsibility

• Source: Pensions & Investments. 5/8/2023, Vol. 51 Issue 7, p26-26. 1p.

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