Articles in Institutional Portfolio Management

Large businesses and institutions often utilize portfolio management to achieve higher returns than they could achieve by investing on their own.
2 votes

Endowment Investment Philosophy

by Prateek Mehrotra, MBA, CFA®, CAIA® Level 18
WHAT IS THE “ENDOWMENT INVESTMENT PHILOSOPHY”?   The Endowment Investment Philosophy builds portfolios using an asset allocation methodology pursued by major universities like Yale and Harvard as it offers the best ...(more)
Comment   |  Apr 30, 2013 from Appleton, WI
8 votes

Do You Need a Portfolio Strategiest??

by Daniel "Danny" Chen Level 19
Do You need a Portfolio Strategist?   Sports Analogy The analogy of sport teams and investment teams who both want to win are similar in many ways. Imagine that you own a professional football team. As the owner you ...(more)
Comment   |  Jun 25, 2012 from Asbury Park, NJ
1 vote

BOOK REVIEW -- Animal Spirits by George Akerlof & Robert Shiller

by Martin "Marty" Leclerc Level 20
This book reminds me of Tolstoy and his view of what caused the Napoleonic Wars: simply that the men of the West decided it was time to slay the men of the East. In the language of the great J.M. Keynes, Animal Spirits ...(more)
2 Comments   |  Jan 19, 2012 from Bryn Mawr, PA
0 votes

BOOK REVIEW -- The (Mis)behavior of Markets by Benoit Mandelbrot

by Martin "Marty" Leclerc Level 20
Mandelbrot argues convincingly that “Modern Finance” is based on flawed theories and we need a new foundation on which to build our global risk management system (utilizing the insights offered from the study of fractal ...(more)
Comment   |  Jan 19, 2012 from Bryn Mawr, PA
0 votes

BOOK REVIEW -- This Time is Different–Eight Centuries of Financial Folly by Carmen Reinhart & Kenneth Rogoff

by Martin "Marty" Leclerc Level 20
This book concentrates mostly on the history of financial crises but delves into theory at appropriate times. It is straight-forward, easy to read and chock full of data/evidence. The lessons taught are important and ...(more)
Comment   |  Jan 19, 2012 from Bryn Mawr, PA
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