Glossary
Appendix C: A selected employee benefits glossary. (2015). In M. Zigler, D. C. Hunter, M. Gold, M. Mazzuca, & R. Tomassini. (Eds.), Employee benefits in Canada (4th ed.) (pp. 561-595). Brookfield, WI: International Foundation of Employee Benefits Plans, Inc. |
Lesson 6: The Fundamentals of Pension Fund Investments |
Investment Fundamentals
Malone, G. (2015). Investment fundamentals. In M. Zigler, D. C. Hunter, M. Gold, M. Mazzuca, & R. Tomassini. (Eds.), Employee benefits in Canada (4th ed.) (pp. 365-369). Brookfield, WI: International Foundation of Employee Benefits Plans, Inc. |
Pension Fund Investment Strategy
Brown, R. (2015). Pension fund investment strategy. In M. Zigler, D. C. Hunter, M. Gold, M. Mazzuca, & R. Tomassini. (Eds.), Employee benefits in Canada (4th ed.) (pp. 379-383). Brookfield, WI: International Foundation of Employee Benefits Plans, Inc. |
Lesson 8: Environmental, Social, and Governance Investing Issues |
Ellsworth, P. & Spalding, K. S. (2016). The 21st century investor: Ceres blueprint for sustainable investing. Ceres, pp. 1–12. |
Lesson 12: Fiduciary Responsibility |
Fiduciary Responsibility
Tomassini, R. (2015). Fiduciary responsibility. In M. Zigler, D. C. Hunter, M. Gold, M. Mazzuca, & R. Tomassini. (Eds.), Employee benefits in Canada (4th ed.) (pp. 21-30). Brookfield, WI: International Foundation of Employee Benefits Plans, Inc. |
Lesson 14: Trustees and Their Professional Advisors |
Trustees and Their Professional Advisors
Archer, S. & Philpott, S. (2015). Trustees and their professional advisors. In M. Zigler, D. C. Hunter, M. Gold, M. Mazzuca, & R. Tomassini. (Eds.), Employee benefits in Canada (4th ed.) (pp. 31-39). Brookfield, WI: International Foundation of Employee Benefits Plans, Inc. |