From the September 2004 issue of Investment Advisor • Subscribe!

Investment Policy Resources

  • How to Write an Investment Policy Statement,

    by Jack Gardner (Marketplace Books, 2004)

  • Investment Policy: Winning the Losers Game, by Charles Ellis (McGraw-Hill Trade, 2002)
  • The Management of Investment Decisions, Donald B. Trone, William R. Albright, and Philip Taylor (McGraw-Hill Trade, 1995)
  • Prudent Investment Practices: A Handbook for Investment Fiduciaries, (Foundation for Fiduciary Studies, 438 Division Street, 1st Floor, Sewickley, Pennsylvania 15143; 412-741-8140. For information, contact Rich Lynch: rich@ffstudies.org)
  • Understanding ERISA: A Compact Guide to the Landmark Act, by Ken Ziesenheim (Marketplace Books, 2004)
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