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INVESTOR EDUCATION
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Investor's Guide to Using the Internet
Powerpoint slide show presentation used for investor education class held at Montgomery Community College. Anyone living in the Washington DC area interested in attending the two day workshop can contact the Office of Continuing Education at Montgomery College, Rockville Campus.
Click here for PDF (size 935k) ... or Click here for HTML file..
Returns-Based Style Analysis
The most common application of returns-based style analysis is in determining portfolio attributes for data inputs to determine an optimal portfolio allocation. Because of its ability to match fund behavior with asset classes described on the efficient frontier, style analysis can be a useful tool to accurately implement a targeted portfolio mix.
Click here for the report (size 79k)...
Adjusting Portfolio Risk/Return Profile with Derivatives
The volatility of the financial markets in the 1970's and early 1980's has led to the development of a host of new financial instruments. Among these new tools for investment management, none have grown faster or been more broadly used than options and futures contracts. However, important questions remain about the role of derivative securities in the world of investment management.
Click here for the report (size 139k)...
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