Useful Links:
AIMR - CFA Program
While visiting this site, you can learn more about the CFA
program,
the Association for Investment Management and Research, and selected
investor education topics.
www.aimr.org
College Savings Bank
Create Your Own College Plan
www.collegesavings.com
TIPS as an Asset Class
When designing investment portfolios within a long-term strategic asset allocation context, the
authors maintain that TIPS (Treasury Inflation-Protection Securities) should be evaluated as a
separate, distinct asset class.
Tips_As_An_Asset_Class.pdf
Predictions of the Past and Forecasts for the Future: 1976-2025
Roger G. Ibbotson, Chairman, Ibbotson Associates
Professor in the Practice
of Finance, Yale School of Management
www.ibbotson.com
Hitting the Target: How to Implement an Optimal Portfolio Using Mutual Funds
Lori Lucas, CFA
Much of the debate relating to asset allocation has centered on data inputs: To
generate meaningful and useful optimal asset mixes, what returns, standard
deviations, and correlation coefficients should you use? What many practitioners
fail to realize is that getting the optimization inputs right is only half the
battle.
Hitting_the_Target.pdf
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