Monday, July 23, 2007

CFA Institute's wealth management publications and webcasts

The following resources come from a CFA Institute press release.

Publications and Articles

Asset Allocation, Human Capital, Life Insurance, and Payout Annuities
Roger Ibbotson, Peng Chen, CFA, Moshe Milevsky, & Kevin Zhu

The Literature of Private Wealth Management
William W. Jennings, CFA & William Reichenstein, CFA

Investment Management for Taxable Private Investors
Jarrod Wilcox, CFA, Jeffrey E. Horvitz & Dan diBartolomeo

Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation
Stephen M. Horan, CFA

“Managing Individual Investor Portfolios”
Ch. 2, Managing Investment Portfolios: A Dynamic Process, 3rd edition, James W. Bronson Matthew H. Scanlan, and Jan R. Squires.

"Asset Allocation for the High-Net-Worth Investor"
Dan diBartolomeo

"Core/Satellite Strategies for the High-Net-Worth Investor"
Clifford H. Quisenberry, CFA
"Tax-Efficient Management of Equity and Equity Equivalents"
Mark Fichtenbaum

"Is a Behavioral-Finance-Based Allocation Really Suboptimal?"
Jean L.P. Brunel, CFA

"Effect of Behavioral Biases on Market Efficiency and Investors’ Welfare"
Terrance Odean

"Investment Policy Best Practices: Communication, Creation, and Commitment"
Leslie S. Kiefer, CFA


Overview and Trends in the Wealth Management Business webcast
From the Toronto CFA Society Wealth Management 2007 Conference

Highlights from the 60th CFA Institute Annual Conference Webcast
· The Markets, the Economy, and Politics Lawrence Kudlow, CEO Kudlow & Co., LLC and Host of CNBC's "Kudlow & Company"
· The Role of Alternative Assets in a Well-Diversified PortfolioDavid F. Swensen, Chief Investment Officer and Adjunct Professor of Finance, Yale University
· Implications of Behavioral Finance for Real Estate and Other Markets Robert J. Shiller, Stanley B. Resor Professor of Economics, Yale University
· The Next Generation of Life-Cycle Investment ProductsZvi Bodie, Norman and Adele Barron Professor of Management, Boston University

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