This short guide has been written for a broad audience. In particular, this text can be viewed as relevant reading for a new trustee or, a lay-person on an investment committee. This book can also serve as a convenient reference guide or, a refresher for fiduciaries with different levels of experience. With a broad target audience in mind, one of the main objectives of this text is to provide a straightforward discussion and, an overview of some of the key considerations and questions that an investment committee member may wish to ask, particularly during the earlier stages of their tenure. Through examples, illustrations and anecdotes in the 7 chapters in this guide, we will discuss fundamental investment concepts and, focus on avoiding decision-making and behavioral triggers that can promote destructive habits that ultimately do not lead to the best long-term investment outcomes.
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