ERIC Number: EJ524619
Record Type: CIJE
Publication Date: 1996
Reference Count: 0
Success in Investing: Integrating Spending Policy into Asset Allocation Strategy.
Morrell, Louis R.
Business Officer, v29 n11 p37-41 May 1996
Successful college and university investments hinge on an asset allocation strategy capable of meeting the institution's needs for income and growth in principal at the lowest possible risk. Periodic adjustments must be made when there is a shift in the institution's risk tolerance, modification in need for income distribution, and changes in expected returns in capital markets. (MSE)
Descriptors: Administrative Policy, College Administration, Economic Change, Expenditures, Higher Education, Income, Investment, Money Management, Resource Allocation, Risk Management, School Accounting, School Policy
National Association of College and University Business Officers. 1110 Vermont Avenue NW Suite 800, Washington, DC 20005. Tel: 800-462-4916; Tel: 202-861-2500; Fax: 202-861-2583; Web site: http://www.nacubo.org
Publication Type: Guides - Non-Classroom; Journal Articles
Education Level: N/A
Audience: Administrators; Practitioners
Authoring Institution: N/A