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Schwab Annual Conference 2006

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Economy & FinanceBusiness
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Investment Management for the Endowment & Foundation Market What would I expect to find in the way of Best Practices? Duane Lee Executive Vice President Cannon Financial Institute
“ What you cannot avoid, welcome” Chinese Proverb
Best Practices for Investment Managers ,[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evolution Of The Concept Of Prudence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Definition of Prudence ,[object Object],[object Object]
What Is Needed To Participate? ,[object Object],[object Object],You can't always be right...but you can be prudent
Industry Best Practice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INDUSTRY BEST PRACTICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INDUSTRY BEST PRACTICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
P UBLISHED W ORKS
P UBLISHED W ORKS
Best Practices for Investment Managers (24) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers (24) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
4-Step Fiduciary Quality Management System
Organize (7) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Organize (7) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formalize (8) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formalize (8) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implement (5) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monitor (4) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Schwab Annual Conference 2006

  • 1. Investment Management for the Endowment & Foundation Market What would I expect to find in the way of Best Practices? Duane Lee Executive Vice President Cannon Financial Institute
  • 2. “ What you cannot avoid, welcome” Chinese Proverb
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  • 12. P UBLISHED W ORKS
  • 13. P UBLISHED W ORKS
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  • 37. 4-Step Fiduciary Quality Management System
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