Self-Reflection Questions

Trustees often implicitly take processes or steps for granted; it is helpful to make these steps or processes explicit. This chapter therefore presents practical self-reflection questions that boards can use for self-reflection. It links the material presented in the previous chapters by asking question designed to help you understand where you are at the moment, or it reminds you of important questions that nobody has asked you, nor have you asked yourself. Furthermore, this chapter will help you to scale your practice level which were discussed in Chapter 14. The exhibit presents the levels of excellence. We strongly encourage you to keep these levels in mind when reading the questions. Try to assess yourself depending on the answer you give to the questions. But do not stop there. Try to answer the questions as if you are at the different levels. We feel that this helps you to think of the steps that can help to increase your level of excellence.

Tabular chart presenting the different levels of excellence and their descriptions that help one to practice self-reflection.
Diagram depicting the primary role of the board in defining the goals, setting policy, and organizing the investment process of a pension fund.

CHAPTER 1: THE ROLE OF PENSION FUNDS, AND THE ROLE OF BOARDS

The primary role of the board is to define the goals, set policy, organize the investment process, and monitor and adjust choices in order to adapt to any changing circumstances.

  1. Are there clear and up-to-date documents defining the main duties ...

Get Achieving Investment Excellence now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial