References for Portfolio Management: Theory & Practice

Below is a by chapter listing for all the links in our Portfolio Management: Theory & Practice publication.

Preface

Note 09 – A Gentle Introduction to Investing
Note 13 – Course Notes for USF Masters of Science in Financial Analysis

Chapter One

Note 09 – Well-Performing Portfolios and Well-Disguised Insolvency
Note 13 – Diversification vs. New Paradigm Investing: Variance Drain
Note 18 – Prudence
Note 24 – ‘Without More’: Trust Investment Manager Selection and Retention
Note 31 – Chicken Little and the Financial Crisis

Chapter Two

Note 15 – Diversification: Recent Legal and Academic Perspectives
Note 26 – Managing Private Wealth: Matching Investment Policy to Client Risk Preferences
                        What Trustees Should Know about Asset Management Approaches and Rebalancing Elections

Chapter Three

Note 01 – Prudence
Note 02 – Does Index Selection Matter?
Note 03 – Asset Allocation, Human Capital, and the Demand to Hold Life Insurance in Retirement
Note 07 – Black Swans and Albino Crows
Note 35 – Real Estate in a Multi Asset Class Portfolio
Note 45 – Emerging Markets and Portfolio Risk
Page 25 – Revisiting Tips
                        Investing in Commodities: Issues and Current Research

Chapter Four

Note 08 – Diversification: Recent Legal and Academic Perspectives
Note 11 – Prudence
Note 24 – Update on the Value Premium
                        Risk-Return Continuum
Note 36 – Multifactor Asset Pricing Models and the Rationale for Investing in Value Stocks

Chapter Five

Note 01 – Diversification: Recent Legal and Academic Perspectives
Note 09 – Well-Performing Portfolios and Well-Disguised Insolvency

Chapter Six

Note 02 – Small Company Stock Indexes
Note 06 – Prudence
Note 20 – Is This a Good Time to be in the Market?
Note 38 – Fiduciary Forum Vol. 5, #2 (September, 2001)
Note 39 – Without More: Trust Investment Manager Selection and Retention Policy
Note 52 – ETFs: A Critical Review of a Popular New Investment Product

Chapter Seven

Note 03 – Managing Private Wealth: Matching Investment Policy to Investor Risk Preferences
Note 06 – Managing Private Wealth: Matching Investment Policy to Investor Risk Preferences
Note 10 – The Great Debate: Behavioral vs. Standard Finance: Are Investors Rational?
Note 12 – Managing Retirement Portfolio Withdrawals in Turbulent Times

Chapter Eight

Note 03 – Reducing Investment Costs: Past Research and Future Strategies
Note 12 – Understanding Inverse leverage ETFs

Chapter Nine

Note 02 – How Risky is Your Retirement Income Risk Model?
Page 12 – Investment Advisor Transparency and the SEC
Page 15 – The Fiduciary Flap: Should Advisers Be Required to Put Client Interests First?
Note 12 – How to Deal with Changing Realities in Asset Allocation
Note 13 – What Investors and Trustees Should Know about Investment Advice

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