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

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