VOL. 6, NO. 1, SUMMER 2003

Year Published: 
2003

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, PhD

Legal and Regulatory
The Effect of Uniform Laws on Trustee Investment, David M. English, JD

Practice Notes
A Critical Review of Standard Deviation and Value at Risk for Investment Consultants, Jay L. Shein, PhD, CIMA®, CIS, CFP®

Wealth Management
Tax-Efficient Investing: Can It Add 250 Basis Points to Your Returns? J. Richard Joyner, CIMA®, CPA