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Myths, Folklore, and Misunderstandings about Taxable Investment Management

Family Investor PortfoliosConstraintsInvestment Strategy and Asset AllocationInvestment Vehicles and Asset-Class ExposuresRisk Management … Members, log in to record your credits. …
http://www.cfainstitute.org/learning/products/publications/cp/Pages/cp.v28.n3.2.aspx

IRAs under Progressive Tax Regimes and Income Growth

ConstraintsInvestment Strategy and Asset AllocationInvestment Vehicles and Asset-Class Exposures … The authors examine two retirement savings vehicles in the context of a progressive tax …
http://www.cfainstitute.org/learning/products/publications/dig/Pages/dig.v40.n2.38.aspx

CompleteCommodities: A Solution to the Traditional Challenges of Commodity Investing

at CoreCommodity Management, LLC, which offers exposure to commodity equities, commodity futures and, when possible, investment in physical commodities. …
http://www.cfainstitute.org/learning/products/events/Pages/05142013_84179.aspx

Selecting Investment Managers for Individual Investors

the vast universe of mutual funds and independent asset managers to manage investments within each asset class. R E A D I N G 21 Harold …
http://www.cfainstitute.org/learning/products/publications/contributed/performance/Documents/cipm_expert_r21.pdf

Overview of the Global Investment Performance Standards

the growth of assets in the style or strategy of interest so as to mask the difference between investment returns and client contributions; or  use the …
http://www.cfainstitute.org/learning/products/publications/contributed/performance/Documents/gips_overview_lawton.pdf

A New Measure for the Investment Management Industry: Time- & Money-Weighted Return (TMWR)

Page 6 Portfolio Leverage Ratio David Asermely, BNY Mellon Asset Servicing … IRR) or both depending on the asset class or investment vehicle. This makes comparison of performance …
http://www.cfainstitute.org/learning/products/publications/contributed/performance/Documents/spaulding_summer_article_timeandmoney.pdf

Taking Stock

reconsidering their long-term approach to the asset class. Some are looking at alternative investments …
http://www.cfainstitute.org/learning/products/publications/contributed/altinvestment/Documents/bx_takingstock_blackstone.pdf

Ethics in Practice

ethical challenges in their work. 2. Ethics and the Investment Profession What makes investment analysis a profession as opposed to a …
http://www.cfainstitute.org/learning/products/publications/contributed/ser/Documents/ser_lev3_reading3.pdf

Where Credit is Due

about the “search for yield” that one investment imperative is to generate more income from … primarily of Treasuries, munis, and investment grade credit—essentially a core portfolio …
http://www.cfainstitute.org/learning/products/publications/contributed/altinvestment/Documents/bx_wherecreditisdues_blackstone.pdf

Symposium on Building the Financial System of the 21st Century

Symposium on Building the Financial System of the 21st Century: An Agenda for Europe and the United States Hampshire, England • March 24–26, 2011 Final Report Harvard Law School …
http://www.cfainstitute.org/learning/products/publications/contributed/ser/Documents/harvard_symposium_final_report_2011.pdf

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