Matthias Paul Kuhlmey

The Periodic Table of Global Fiduciary Practices ‒ 22 Practices which provide the framework of a disciplined investment process as defined by the "Prudent Practices for Investment Stewards (US Edition) Handbook".

Prudent Practices for Investment Stewards (US Edition) Handbook ‒ developed specifically for Investment Stewards, trustees, investment committee members, attorneys, accountants, institutional investors, and anyone else who is involved in managing investment decision-making ‒ this Handbook serves as a foundation for prudent investment fiduciary practices.

Self-Assessment of Fiduciary Excellence (SAFE) Questionnaire ‒ intended to assist Investment Stewards in 1.) analyzing how well their organization meets a defined global fiduciary standard of excellence and 2.) improving long-term investment performance.