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Compliance & Investments Unit Educational Material

Download publications and presentations developed by PERAC related to retirement board compliance & investment best practices.
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Alignment of Principles From Trustee to Manager, Open PDF file, 620.37 KB (English, PDF 620.37 KB)
Board Governance, Open PDF file, 218.55 KB (English, PDF 218.55 KB)
Competitive Process 2013, Open PDF file, 412.16 KB (English, PDF 412.16 KB)
Do the Statutory Investment Changes by Chapter 176 Go Too Far or Not Far Enough?, Open PDF file, 2.8 MB (English, PDF 2.8 MB)
ERISA Standards for Alternative Investments, Open PDF file, 1.07 MB (English, PDF 1.07 MB)
Fiduciary Duty, Open PDF file, 853.15 KB (English, PDF 853.15 KB)
Fiduciary Responsibility of Retirement Board Members and Staff, Open PDF file, 3.55 MB (English, PDF 3.55 MB)
Fundamentals of Asset Allocation, Open PDF file, 126.99 KB (English, PDF 126.99 KB)
How to Review Vendor Disclosures, Open PDF file, 330.63 KB (English, PDF 330.63 KB)
Investment Fees "A Random Walk Through Massachusetts", Open PDF file, 752.8 KB (English, PDF 752.8 KB)
Investment Fees "Mutual Fund Fees and Expenses", Open PDF file, 752.8 KB (English, PDF 752.8 KB)
Investment Fees "The Hidden Mark-up Scheme", Open PDF file, 642.66 KB (English, PDF 642.66 KB)
Non-Investment Related Procurement, Open PDF file, 2.84 MB (English, PDF 2.84 MB)
Overview of Financial Data, Open PDF file, 312.85 KB (English, PDF 312.85 KB)
Paul Conway V. PERAC CR-11-195 , Open PDF file, 906.19 KB (English, PDF 906.19 KB)
PRIM: Performance By Asset Class & Overview of PERAC Investment Regulations, Open PDF file, 68.12 KB (English, PDF 68.12 KB)
Procurement, Open PDF file, 2.65 MB (English, PDF 2.65 MB)
Procurement Process for Accounting, Actuarial, Legal & Investment Services, Open PDF file, 456.84 KB (English, PDF 456.84 KB)
Prosper Updates: Member-Compliance, Open PDF file, 4.66 MB (English, PDF 4.66 MB)
Retirement Board Composition, Open PDF file, 1.48 MB (English, PDF 1.48 MB)
SEC v. Mogler, Hinkeldey. Polanchek, Buckley & Stevens, Open PDF file, 673.28 KB (English, PDF 673.28 KB)
Selecting an Investment Manager/The Basics of Securities Lending & Commission Recapture, Open PDF file, 79.26 KB (English, PDF 79.26 KB)
Sun Capital Partners III, LP v. New England Teamsters & Trucking Industry Pension Fund, Open PDF file, 139.67 KB (English, PDF 139.67 KB)
Sustainable Investing: Investing for the Greater Good, Open PDF file, 1.83 MB (English, PDF 1.83 MB)
The Challenging Investment Climate: How to Cope , Open PDF file, 1.1 MB (English, PDF 1.1 MB)
The Competitive Bid Process, Open PDF file, 294.16 KB (English, PDF 294.16 KB)
Tibble & Conway, Open PDF file, 2.22 MB (English, PDF 2.22 MB)
Understanding Investments, Open PDF file, 341.11 KB (English, PDF 341.11 KB)

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