IAPF Publication


Introduction to Investment Booklets
Title:Introduction to Investment Booklets
Author:
Date:
Part One - The Purposeful Investor This booklet is a general introduction to investment. It provides a basic level of understanding of investment principles and introduces the reader to the main types of assets and their characteristics. Part Two ? The Pension Fund Investor This booklet deals more specifically with pension fund investment. Readers are introduced to the legal and regulatory framework for pension funds and their trustees. The investment requirements of pension funds are outlined and the development and implementation of investment strategy are set out. Part Three ? Pension Fund Investment Management This booklet covers the relationship between the pension fund and its investment manager and will discuss the investment management industry, its development, practices, processes and styles.

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