Knut Nordheim Kjaer, Chairman and Partner FSN Capital, Norway: 

“It is a well-written journey through all key aspects of investment governance. Not only trustees would benefit from this well of knowledge, but also professionals working within the institutions and stakeholders on the outside.”

Frank J. Fabozzi, 

Editor Journal of Portfolio Management, United States:

“This book will be invaluable. I find each page to contain extremely helpful guidance to pension fund trustees.”

Theresa Whitmarsh, Executive Director Washington State Investment Board, United States:

“Thus far, there has not been a high-level source for systematically educating board members on the challenges of their duties. Most of the investment literature is either too superficial or too specialized. Achieving Investment Excellence spans the relevant fields.”

Jaco van der Walt, 

Head – Investment Management Office FirstRand, South Africa:

“Raising the investment governance budget is crucial for pension fund trustees. This book achieves exactly that. A 10-hour crash course on the key elements of investment excellence for pension funds.”

Eduard van Gelderen, 

Chief Investment Officer PSP Investments, Canada:

“This book is a great addition to financial literature. The scope of the material and the mini-cases make it very accessible for a wider public than only board members and trustees.”

Steve Lydenberg, 

Partner – Strategic Vision Domini Impact Investments, United States:

“I have found it to be thorough, well-organized, well-written and it will be, I am sure, of great help to any pension fund trustees starting out on the job, as well as those wanting to refresh their perspective.”

Sung Cheng Chih, 

CEO Avanda Investment Management; Board Member MIT Endowment, Singapore:

“Achieving Investment Excellence is a book that was waiting to be written and the three authors are uniquely qualified to make it happen! Written in clear, simple language, the book covers all the essentials that trustees and others involved in the governance of pension investing need to know without compromising on accuracy or rigour.”

Todd Ruppert, 

Board member and Endowment Chair Furman University and INSEAD business school; VenturePartner Greenspring Associates; Retired CEO and President T. Rowe Price GIS:

“This book is outstanding. It successfully provides trustees with actionable learnings and insights that will improve decision making in pursuit of best practice in governance and sustainable investment excellence. It should be required reading for all investment committee members.”

Lionel Martellini, 

Director EDHEC-Risk Institute; Professor of Finance EDHEC Business School:

“Boards of trustees are key in creating and supporting the conditions for long-term investment success on behalf of their beneficiaries. Achieving Investment Excellence will be of great help for board members aiming at playing their role more efficiently in the rapidly evolving field of pension investing.”

Want to improve your focus on what is needed to succeed in achieving your investment goals?