IDEAS
Guest Commentary
“The Search for Investment Quality,” John F. Casey with Jeb B. Doggett and Kevin P. Quirk, contributing authors
Recent Research
“Everything You Wanted to Know About Equity Performance Benchmarks,” Ronald J. Surz, CIMA®, and Dale H. Stevens, CIMA®
“Financial Modeling of Withdrawals from an Endowment Portfolio,” Stephen L. Kessler, CIMA®, CFP®
“Hedge Funds: A Walk Through the Graveyard,” Ross Barry
“To Catch a Thief Part II: Broadening the Evidence,” Dylan B. Minor CIMA®, CFP®, ChFC, CLU
Compliance
“Findings of the Conference Board Commission on Public Trust and Private Enterprise,” Carolyn Kay Brancato, Ph.D.
Legal and Regulatory
“The Effect of Uniform Laws on Trustee Investment,” David M. English, J.D.
Practice Notes
“A Critical Review of Standard Deviation and Value at Risk for Investment Consultants,” Jay L. Shein, Ph.D., CIMA®, CIS, CFP®
Wealth Management
“Tax-Efficient Investing: Can It Add 250 Basis Points to Your Returns?” J. Richard Joyner, CIMA®, CPA
IMCA members receive free access to past articles for immediate download. Nonmembers can purchase past Journal of Investment Consulting articles for $29.95; access purchased articles in the "Transaction History" section of My IMCA. To browse or search for previous articles, click here.
