- How to Write an Investment Policy Statement,
by Jack Gardner (Marketplace Books, 2004)
- Investment Policy: Winning the Losers Game, by Charles Ellis (McGraw-Hill Trade, 2002)
- The Management of Investment Decisions, Donald B. Trone, William R. Albright, and Philip Taylor (McGraw-Hill Trade, 1995)
- Prudent Investment Practices: A Handbook for Investment Fiduciaries, (Foundation for Fiduciary Studies, 438 Division Street, 1st Floor, Sewickley, Pennsylvania 15143; 412-741-8140. For information, contact Rich Lynch: [email protected])
- Understanding ERISA: A Compact Guide to the Landmark Act, by Ken Ziesenheim (Marketplace Books, 2004)