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

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