SAFE: Defining a Global Fiduciary Standard of Excellence for Investment Stewards (PDF)

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5/9/2006: SAFE: Defining a Global Fiduciary Standard of Excellence for Investment Stewards (PDF) (fi360.com)

7 pages. Excerpt: [Investment Stewards are] Persons who serve as trustees of personal trusts and investment committee members of retirement plans, foundations, and endowments. This SAFE (Self-Assessment of Fiduciary Excellence) is intended to assist: (1) An Investment Steward in analyzing how well their organization meets a defined global fiduciary standard of excellence; and (2) Investment Stewards in improving their long-term investment performance.

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