Examining the use of investment policy statements

SP Fraser, WW Jennings - The Journal of Wealth Management, 2010 - search.proquest.com
Using a sample of Investment Policy Statements from college and university endowments,
the authors examine the form and use of these important documents. Direct examination of …

Simulation-Based Spending Rules for Investment Funds: Revision and Comparison to Other Methods

BG Arshanapalli, EL D'Ouville… - The Journal of Wealth …, 2002 - jwm.pm-research.com
The authors focus on the problem of determining the most appropriate cash withdrawal plan
from an investment portfolio and investigate different methodologies. They note that …

A New Endowment Distribution Plan

BG Arshanapalli, EL D'Ouville… - The Journal of Wealth …, 2004 - pm-research.com
The management of an endowment fund poses unique investment challenges. Obviously
there is the choice concerning the allocation of the endowment corpus between riskier …